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Inactive

Jack Lohman

Wellth Advisory Services, LLC

Urbandale, IA

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-07-18
  • IA RA
    APPROVED
    Since 2024-07-18

Branch Locations

2900 100Th Street Suite 106, Urbandale, IA 50322 • United States

Shorewood, IL • 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
Global Retirement Partners, Llc San Rafael CA 08/2022 06/2024
O'DOnnell Ace Hardware Ames IA 08/2017 12/2019
Office Depot/Max Colorado Springs CO 08/2016 08/2017
Strategic Retirement Partners Urbandale IA 12/2019 Present
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
  • 08/2022 → 06/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2017 → 12/2019
    O'DOnnell Ace Hardware
    Ames, IA
  • 08/2016 → 08/2017
    Office Depot/Max
    Colorado Springs, CO
  • 12/2019 → Present
    Strategic Retirement Partners
    Urbandale, IA
  • 06/2024 → Present
    Wellth Advisory Services, Llc
    Shorewood, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-21

View on SEC IAPD

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Other Offices

INTEGRITY ALLIANCE, LLC · URBANDALE, IA
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PFS INVESTMENTS INC. · URBANDALE, IA
PFS INVESTMENTS INC. · URBANDALE, IA
DSM FINANCIAL L.L.C. · URBANDALE, IA
3G CAPITAL LLC · URBANDALE, IA
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