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RIA / WealthAdvisor37 years in industry

TODD MICHAEL LOHMAN

Advisor at WELLTH ADVISORY SERVICES, LLC

Urbandale, IA | SHOREWOOD, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 26, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 8
Exams: S63|S65
First exam: Apr 26, 1989
First registration: Oct 2, 2000
Dual registered: no
IAPD individual key: 1921335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jun 28, 2024	n/a	yes	SHOREWOOD, IL\|Urbandale, IA	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 1, 2019	Jul 5, 2024	no	Urbandale, IA\|SAN RAFAEL, CA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 20, 2016	Apr 1, 2019	no	Urbandale, IA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 5, 2015	Sep 22, 2016	no	Urbandale, IA\|WILLIAMSBURG, VA\|Urbandale, IA\|Urbandale, IA	Previous registration
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Jun 15, 2010	Jul 18, 2016	no	ALISO VIEJO, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Apr 1, 2010	Aug 27, 2014	no	SAN RAFAEL, CA\|URBANDALE, IA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 4, 2007	Apr 1, 2010	no	AUSTIN, TX\|URBANDALE, IA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 1, 2004	Dec 31, 2006	no	WEST DES MOINES, IA\|DES MOINES, IA	Previous registration
LOCUST STREET SECURITIES, INC.	n/a	Aug 6, 2003	Jan 1, 2004	no	W DES MOINES, IA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Oct 2, 2000	Jul 28, 2003	no	WEST DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 5, 2024	Jun 28, 2024	-7	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Apr 1, 2019	Apr 1, 2019	0	Bulk transfer	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 20, 2016	-155	Bulk transfer	Other
WEALTHSPIRE RETIREMENT ADVISORY	NFP ADVISOR SERVICES, LLC	Jul 18, 2016	Oct 5, 2015	-287	Firm change after gap	Other
FINANCIAL TELESIS, INC.	WEALTHSPIRE RETIREMENT ADVISORY	Aug 27, 2014	Jun 15, 2010	-1,534	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	FINANCIAL TELESIS, INC.	Apr 1, 2010	Apr 1, 2010	0	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Dec 31, 2006	Jan 4, 2007	4	Firm change	Other
LOCUST STREET SECURITIES, INC.	VOYA FINANCIAL ADVISORS, INC.	Jan 1, 2004	Jan 1, 2004	0	Bulk transfer	Other
PRINCIPAL SECURITIES, INC.	LOCUST STREET SECURITIES, INC.	Jul 28, 2003	Aug 6, 2003	9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
121254:42046:CA:2016-07-18	Jul 18, 2016	Oct 5, 2015	ALISO VIEJO, CA	Firm change after gap

Relationships

Registered with (9)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 1, 2019 to Jul 5, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Apr 1, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2015 to Sep 22, 2016factForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Jun 15, 2010 to Jul 18, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Apr 1, 2010 to Aug 27, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 1, 2004 to Dec 31, 2006factForm ADV
→ LOCUST STREET SECURITIES, INC.Registered adviserregistration: previous registration
Aug 6, 2003 to Jan 1, 2004factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Oct 2, 2000 to Jul 28, 2003factForm ADV

Dated events

No dated event names this entity yet.