Daniel Lohmar
United Wealth Management · Rochester, Illinois
Daniel Lohmar is a fee-only financial advisor at United Wealth Management in Rochester, Illinois, who holds the CFP credential. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Wealth Management |
|---|---|
| Based in | Rochester, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.6M across 945 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, IL, TX, VA · CRD 4694799 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.unitedwealthmanagement.com |
| Profile |
How Daniel's firm compares
- United Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Daniel
Is Daniel Lohmar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and United Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Lohmar based?
Daniel Lohmar is based in Rochester, Illinois.
What credentials does Daniel Lohmar hold?
Daniel Lohmar holds the CFP credential.
Is Daniel Lohmar registered with the SEC?
Yes. Daniel Lohmar is registered as an investment adviser representative in CA, CO, FL, IL, TX and VA (CRD 4694799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Wealth Management manage?
United Wealth Management reports $406.6M across 945 accounts in assets under management.
How do I contact Daniel Lohmar?
Through Daniel's website, www.unitedwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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