Jack Lohman
Investment adviser representative at Wellth Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Strategic Retirement PartnersDec 2019 to now
- Global Retirement Partners, LLCAug 2022 to Jun 2024
- O'donnell Ace HardwareAug 2017 to Dec 2019
- Office Depot/maxAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7035000
- Firm CRD
- 330537