Todd is a Registered Representative with LPL Financial and an Investment Advisor Representative with Global Retirement Partners. As a Managing Director for Strategic Retirement Partners Midwest office, Todd Lohman is charged with the strategy and development. He also works closely with clients, prospects and referral source partners to increase awareness of fiduciary best practices that aim to help build better retirement plans.
Todd joined Strategic Retirement Partners after a 10 year affiliation with 401(k) Advisors. Prior to that, he spent his first his first 15 years in the industry with one of the largest retirement plan service providers in the United States. He now has over 24 years of retirement plan industry experience.
Todd earned his BBA in finance from Iowa State University in Ames, IA. He is an Investment Advisor Representative and holds the FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination) licenses.*
On a personal side, Todd is an avid outdoorsman. He enjoys spending time outdoors and traveling with his wife and three children.
*Series 7 and 63 registrations held through LPL Financial. Series 65 held through Global Retirement Partners.