Mark Lohmann
Mark Lohmann is a registered investment advisor at Citigroup Global Markets INC., based in Westminster, CO, with 18 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Westminster, CO
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Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Mark is a managing member of 523 Summit Place, LLC and 1901 Wazee St. Unit 418, LLC, both rental properties, dedicating minimal time to each. He also serves as a board member for SeriesFest, a non-profit organization, spending a few hours per week.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi Private Alternatives, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations18 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
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