Todd Lohman Email & Phone Number
Founder, Managing Director @ Strategic Retirement Partners
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Todd Lohman Location
- Urbandale, IA, US
Todd Lohman Work
- 2015 -now Founder, Managing Director @
- 2004 -2015 Managing Director - Midwest @ 401(k) Advisors
- 2000 -2004 President @ InVision Investors Group. LLC
Todd Lohman Education
- Iowa State University
BBA (Finance)
1984-1988
Todd Lohman Skills
- Retirement Plan Consulting
- Retirement
- Financial Advisory
- 401k
- Retirement Planning
- Mutual Funds
- Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Series 7
- Series 63
- Defined Benefit
- Team Building
- Public Speaking
- Human Resources
- Project Management
- Microsoft Office
- Microsoft Word
- Business Development
- Marketing
- Entrepreneurship
- Sales
Todd Lohman Summary
- Todd Lohman, based in Urbandale, IA, US, is currently a Founder, Managing Director at Strategic Retirement Partners. Todd Lohman brings experience from previous roles at 401(k) Advisors and InVision Investors Group. LLC. Todd Lohman holds a 1984 - 1988 BBA in Finance @ Iowa State University. With a robust skill set that includes Retirement Plan Consulting, Retirement, Financial Advisory, 401k, Retirement Planning and more. Todd Lohman has 3 emails and 2 mobile phone numbers on RocketReach.
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