Keith Lohm
Keith Lohm is a registered investment advisor at Allstate Financial Advisors, LLC, based in Corapolis, PA, with 34 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1346 Silver Ln, Corapolis, PA, 15108-4501
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Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business ActivitiesSells Insurance
Keith receives renewal commissions on past life insurance sales as an agent. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
Northwest Advisors, INC.
Obs Brokerage Services, INC.Broker
Nationwide Securities, LLCBroker
World Capital Brokerage, INC.Broker
Jefferson Pilot Securities CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Signator Investors, INC.Broker
Mony Securities CORP.Broker
Princor Financial Services CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
First Jersey Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.