Todd is a Registered Representative with LPL Financial and an Investment Advisor Representative with WELLth Advisory Services. As a Managing Director for Strategic Retirement Partners Midwest office, Todd Lohman is charged with the 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 joined Strategic Retirement Partners after a 10 year affiliation with 401(k) Advisors. Prior to that, he spent his first his first 15 years in the industry with one of the largest retirement plan service providers in the United States. He now has over 24 years of retirement plan industry experience.
Todd earned his BBA in finance from Iowa State University in Ames, IA. He is an Investment Advisor Representative and holds the FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination) licenses.*
On a personal side, Todd is an avid outdoorsman. He enjoys spending time outdoors and traveling with his wife and three children.
*Series 7 and 63 registrations held through LPL Financial. Series 65 held through WELLth Advisory Services.
What was your first job?
Walking through soybean fields in Iowa chopping down weeds.
If you could have dinner with anyone from history, who would it be?
John Wayne
What is your favorite quote?
“To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty; to find the best in others; to leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition. To know even one life has breathed easier because you have lived. That is to have succeeded!” ― Ralph Waldo Emerson