Gregory Charles Lohman

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2013-04-30 → 2016-04-26
  Strategic Advisers Llc
  Indianapolis, IN
  Covington, KY
• 2012-10-05 → 2013-04-11
  Pnc Wealth Management Llc
  Westfield, IN
  Carmel, IN
  Carmel, IN
  Carmel, IN
  Carmel, IN
• 2011-03-23 → 2012-09-27
  Strategic Advisers Llc
  Chicago, IL
• 2009-03-09 → 2011-03-07
  Fifth Third Securities, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2006-11-30 → 2009-02-27
  Edward Jones
  St Louis, MO
  Altamonte Springs, FL
  Orlando, FL
  Orlando, FL

Other Businesses

the name of the other business;Lohman Family Iona Land Trust whether the business is investment-related ;No the address of the other business;12832 Iona Rd Ft Myers FL 33908 the nature of the other business;Property rental your position;Trustee title, or relationship with the other business;Trustee the start date of your relationship;06/17/2021 the approximate number of hours/month you devote to the other business;0 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; Rental house we have in FL we advertise on VRBO and Airbnb. Wife manages the property and rentals through those sites. We travel to the property ever so often and I fix things if I'm able to but no real duties other than projects that come up while on travel/vacation to the house. Our attorney had us put the home in a FL land Trust named above with an LLC as manager for an extra layer of protection for liability. That is the set up.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-22

Designations

• Certified Financial Planner

Other Names

• Gregory C Lohman