Bradford D. Lohiser

ZENITH INVESTMENTS

Concord, OH

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CRD#: 4542401

Professional summary

Bradford Duane Lohiser, CFP® is a registered financial advisor currently at ZENITH INVESTMENTS located in Concord, Ohio and BULLINGTON CAPITAL MANAGEMENT, LLC located in Akron, Ohio.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bradford has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bradford Lohiser is the president and IAR of Lohiser Investment Management, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Duane Lohiser's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 9, 1999 - Present

ZENITH INVESTMENTS

RIA

CRD#: 120790

Concord, OH

Current

April 2, 2009 - Present

BULLINGTON CAPITAL MANAGEMENT, LLC

Office #1: 4040 Embassy Parkway Suite 250, Akron, OH 44333

RIA

CRD#: 128697

Akron, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/9/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BULLINGTON CAPITAL MANAGEMENT, LLC

CRD#: 128697 / SEC#: 801-71236

RIA

Registered Investment Advisory firm - (6/27/2012 Terminated)

Ohio

Registered Investment Advisory firm - (5/24/2012 Approved)

Texas

Registered Investment Advisory firm - (5/24/2012 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4040 Embassy Parkway Suite 250, Akron, OH 44333

Mailing Address

Phone number

(330) 664-0700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 80,501,671

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradford D. Lohiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Duane Lohiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZENITH INVESTMENTS

BULLINGTON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

BULLINGTON CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BULLINGTON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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