Todd is a Co-Founder and member of the Executive Committee of Strategic Retirement
Partners. As Managing Director for the Midwest office, he is charged with strategy and
development. He also works closely with clients, prospects and referral source partners to
increase awareness of fiduciary best practices that aim to help build better retirement
plans.
Partners. As Managing Director for the Midwest office, he is charged with strategy and
development. He also works closely with clients, prospects and referral source partners to
increase awareness of fiduciary best practices that aim to help build better retirement
plans.
Todd spent his first 15 years in the industry with one of the largest retirement plan service
providers in the United States and now brings over 30 years of retirement plan industry
experience to his SRP clients. Todd earned his BBA in finance from Iowa State University in
Ames, IA and holds the Series 63 (Uniform Securities Agent State Law Examination) and
Series 65 (Uniform Investment Adviser Law Examination) licenses.
On a personal note, Todd is an avid outdoorsman, spending most of his time on the farm
gardening, fishing, and hunting. He enjoys spending time with his children and
grandchildren.
*Series 7 and 63 registrations held through LPL Financial. Series 65 held through Global Retirement Partners.
Midwest Team
Larry Vogt
Plan Consultant
Lisa Schebler
Retirement Plan Consultant
Jim Norland
Financial Advisor, Midwest
Nick Lohman
Analyst Assistant
Jack Lohman
Retirement Plan Advisor, Midwest
Jodi Faivre
Senior Relationship Manager
Lance Clauson
Plan Consultant
Eric Obergfell
Managing Director
Todd Lohman
Managing Director, Midwest