Financial Professional
Institutional Investor
Individual & Shareholder

Daniel Lohman

Senior Relationship Specialist

Daniel is a Senior Relationship Specialist at Avantis Investors. Prior to joining Avantis Investors, Daniel served as a Regional Wealth Management Specialist at American Century Investments. In this role, Daniel was responsible for developing and managing client relationships and developing business, primarily in the Mid-Atlantic region.

Daniel earned a bachelor of science in business administration with an emphasis in finance and a minor in economics from the University of Missouri-Columbia. He also holds his Series 7 and 63 licenses. 

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