Dan Lohmar

Certified Financial Plannertm @United Wealth Management, Llc

Springfield, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2005 — Present

Certified Financial Plannertm @United Wealth Management, Llc

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Springfield, IL, US

Specializing in PRAP / 401(k) management and financial planning for United Airlines Pilots.

EDUCATION

2007 — 2008

Boston University

CFP, Finanical Planning

2014 — 2015

The American College of Financial Services

Retirement Income Certified Professional, Retirement income and asset distribution planning

1987 — 1990

Saint Louis University

B.S., Aeronautical Engineering

2006 — 2007

College for Financial Planning

AAMS, Investment Management

SKILLS

Commercial AviationFlights

ABOUT DAN LOHMAR

Financial planning and PRAP Management for pilots at United Airlines. And like all of my clients, I too am a United Pilot. Investment Management and Financial Planning is WHAT I do; Life Planning is WHY I do it. My \"Why\" is to help people plan and finance the most important moments in their lives so that they can create lifetime memories and share their talents with the world. I do this first by listening, second by planning, and third through sound financial advice and investment management.

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