Unclaimed Profile

Joanna Lohkamp

ASPIRIANT, LLC·LOS ANGELES, California

SIE, Series 63, Series 79Clean recordASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 6990932Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanna Lohkamp · LOS ANGELES, CA

Registration

CRD #6990932 · ASPIRIANT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 63

Series 79

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRIANT, LLC

CRD 146720 · SEC 801-68987

AUM

$14.8B

Regulatory assets under management

Employees

204

11,103 client accounts

Services offered by ASPIRIANT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRIANT, LLC →

Introduction

Speak with Joanna

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joanna is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joanna Lohkamp offer?

Joanna Lohkamp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Joanna Lohkamp's credentials?

Joanna Lohkamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanna Lohkamp located?

Joanna Lohkamp is based in LOS ANGELES, California, working with ASPIRIANT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Joanna Lohkamp charge for services?

Joanna Lohkamp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →