Daniel profile

Daniel Lohman, CIMA®

Vice President, Relationship Director & Investment Specialist

Before joining Avantis Investors®, Daniel served as a regional wealth management specialist at American Century Investments®. In this role, he was responsible for driving business growth while managing and developing client relations in the Mid-Atlantic region.


Daniel earned a bachelor’s degree in business administration with an emphasis in finance and a minor in economics from the University of Missouri Trulaske College of Business. He also holds Series 7 and 63 licenses and CIMA® credentials.


Contact Avantis Investors

Close Contact Us Icon

833-928-2684

inquiries@avantisinvestors.com

This website is intended for Institutional and Professional Investors, not Retail Investors.