Todd Michael Lohman

Current Employers

Employment History

• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 03/2019
  Kestra Financial Services, Inc
  Austin, TX
• 04/2019 → Present
  Lpl Financial Llc
  Urbandale, IA
• 04/2019 → 06/2024
  Global Retirement Partners Llc
  Urbandale, IA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-01 → 2024-07-05
  Global Retirement Partners Llc
  Urbandale, IA
  San Rafael, CA
• 2016-04-20 → 2019-04-01
  Kestra Advisory Services, Llc
  Urbandale, IA
• 2015-10-05 → 2016-09-22
  Kestra Investment Services, Llc
  Urbandale, IA
  Williamsburg, VA
  Urbandale, IA
  Urbandale, IA
• 2010-06-15 → 2016-07-18
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 2010-04-01 → 2014-08-27
  Financial Telesis Inc
  San Rafael, CA
  Urbandale, IA
• 2007-01-04 → 2010-04-01
  Kestra Investment Services, Llc
  Austin, TX
  Urbandale, IA
• 2004-01-01 → 2006-12-31
  Voya Financial Advisors, Inc.
  West Des Moines, IA
  Des Moines, IA
• 2003-08-06 → 2004-01-01
  Locust Street Securities, Inc.
  W Des Moines, IA
• 2000-10-02 → 2003-07-28
  Principal Securities, Inc.
  West Des Moines, IA

Other Businesses

1) 4/1/2019 - DBA for LPL Business (entity for LPL business) - SRP - Shorewood, IL 2) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - InVision Investors Group - Urbandale, IA 3) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - Shorewood, IL 4) 4/1/2019 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - Shorewood, IL 5) 4/1/2019 - Farm - 1755 Q Ave Madrid, IA 50156-7575. 6) 4/4/2019 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/2015 - 140 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. Termed 6/2024 8) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/2015. Termed 2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-12
• S63 Uniform Securities Agent State Law Examination
  1989-04-26