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John Lohse

LPl Financial LLC

Tega Cay, SC

Fort Mill, SC

CRD 7260112

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-31
  • SC RA
    APPROVED
    Since 2025-07-31

Branch Locations

Tega Cay, SC • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathfinder Wealth Consulting Wilmington NC 05/2020 03/2023
Extended Travel Danbury CT 04/2019 05/2020
Cerberus Capital Management, L.P. New York NY 02/2016 04/2019
Lpl Financial Llc Fort Mill SC 03/2023 Present
  • 05/2020 → 03/2023
    Pathfinder Wealth Consulting
    Wilmington, NC
  • 04/2019 → 05/2020
    Extended Travel
    Danbury, CT
  • 02/2016 → 04/2019
    Cerberus Capital Management, L.P.
    New York, NY
  • 03/2023 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • John R Lohse
  • John Robert Lohse

View on SEC IAPD

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