Todd
Lohman
Global Retirement Partners LLC
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About this Advisor
Todd Lohman is a financial advisor who works out of Urbandale, Iowa who has 4 years of relevant experience. Lohman currently works for Global Retirement Partners LLC. Their career trajectory has included roles 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. Lohman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Illinois, Iowa, Kansas, Kentucky, Minnesota, Nebraska, Ohio, Texas and Wisconsin. Global Retirement Partners LLC is a financial advisory business operating out of San Rafael, CA. The company has offices in 193 locations and a total of 453 advisors. It handles $120 billion in assets under management among its 25,479 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 40 charities and foundations. Of its 25,479 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Global Retirement Partners LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which services are offered. Fee types charged by Global Retirement Partners LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Todd has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Global Retirement Partners LLC
Strategic Retirement Partners
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Financial Telesis Inc
401K Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Scottsdale, AZ
Cleveland, OH
Houston, TX
San Rafael, CA
San Rafael, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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