Andrew Lohse is a PFS-designated registered investment advisor, based in Lombard, IL, with 24 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
555 E Butterfield Rd, Ste 212, Lombard, IL, 60148
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent for various insurance companies through Independent Capital Financial Partners LLC and AML Holding XVII Corp, dedicating a few hours per week. He is also an advisory representative of a RIA (CIRA), spending about a third of his time on this. Finally, he mentors finance students, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations24 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.
Exams
More Advisors
- Luke Adam, CFPForum Financial Management, LP
- Jeffrey Wilcox, ChFC
- Daniel Deangelis, CFPOnepoint Bfg Wealth Partners
- Violette Hawkins, CFPEdward Jones
- Timothy Funke, CFAOnepoint Bfg Wealth Partners
- Mary Gruenberg, CFPPrincipal Securities, INC.