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Gregory Lohman

Advisor at Fisher Investments

Updated today
Fisher Investments logo

Firm

Fisher Investments

Location

Sheridan, IN

Credentials

CFP®, Series 66

Industry experience

19 years

Client services

Based on Fisher Investments

Financial planning Portfolio management Portfolio assessment

Location

Sheridan, IN

Most active in

Indiana · Texas

Work history

Fisher Investments

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward A

Series 65, Series 66

Westfield, IN

Argus Efficient Capital, LLC

Passive / index investing Active portfolio management

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Kregg K

Series 63, Series 65

Carmel, IN

Kiel Investment Company

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Justin C

CFP®, Series 63, Series 65

Fishers, IN

Santiago.Life

ESG / Sustainable investing
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Jesus V

Series 63, Series 66

Carmel, IN

Vasquez Financial Consulting LLC

Long-term care insurance Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner
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Scott M

Series 63, Series 66

Carmel, IN

Moore Private Wealth L.L.C.

Passive / index investing Wealth management
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