Todd
Lohman
Global Retirement Partners LLC
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About this Advisor
Todd Lohman is a financial advisor based in Urbandale, Iowa, working with Global Retirement Partners LLC. Todd has previously held positions at Financial Telesis Inc, 401K Advisors, Inc, Nfp Advisor Services, LLC, Strategic Retirement Partners, Kestra Financial Services, Inc, Lpl Financial LLC, and Global Retirement Partners LLC. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Iowa, Kansas, Kentucky, Minnesota, Nebraska, Ohio, Texas, and Wisconsin. Currently, Todd is part of Global Retirement Partners LLC, which operates out of Urbandale, Iowa. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Todd Lohman Work History
Lpl Financial LLC
Global Retirement Partners LLC
Strategic Retirement Partners
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Financial Telesis Inc
401K Advisors, Inc
Disclosures
Please visit the SEC profile of Todd Lohman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
Sandy, UT
San Rafael, CA
San Rafael, CA
San Rafael, CA
Austin, TX
Mercer Island, WA
San Rafael, CA
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