Justin
Lohman
Spg Advisors LLC
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About this Advisor
Justin Lohman is a financial advisor operating in Kirkland, Washington with 4 years of industry experience. Lohman works at Spg Advisors LLC. During their career, the advisor has held roles at Spg Advisors LLC, Strategic Benefits, Inc Dba Sound Planning Group and Subsplash. Lohman maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in California, Idaho, Texas and Washington. Spg Advisors LLC is a financial advisory firm operating out of Kirkland, WA. It controls $281 million in assets under management between its 1,704 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,704 customer accounts, 20% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which service is provided. However, fee types billed by Spg Advisors LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spg Advisors LLC Brokerage Details
$281,085,137
9
1,704
$164,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Justin Lohman Work History
Justin has been registered as a financial advisor for 4 years.*
Spg Advisors LLC
Spg Advisors LLC
Spg Advisors LLC
Strategic Benefits, Inc Dba Sound Planning Group
Subsplash
Subsplash
Subsplash
*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 Justin 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 Spg Advisors LLC
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
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