ML
CFP
ML
CFP

Matthew Lohr

6 Years of Experience
Chicago, IL
1 DisclosureBroker

Matthew Lohr is a CFP-designated registered investment advisor, based in Chicago, IL, with 6 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.

Location

181 West Madison Street, 36th Floor, Chicago, IL, 60602

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2021
Employment History
Current Registrations
Cibc World Markets CORP.
July 2026 - Present · 3 mos
Cibc World Markets CORP.Broker
July 2026 - Present · 3 mos
Cibc Private Wealth Advisors, INC.
March 2026 - Present · 7 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2015 - July 2021 · 5 yrs 8 mos
Charles Schwab & CO., INC.Broker
November 2015 - July 2021 · 5 yrs 8 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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