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JL

Jonathan Lofquist

CRD#: 7721778
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JL
Jonathan Lofquist

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Lofquist was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2023. Jonathan had worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 25, 2025 - May 29, 2026

1834 INVESTMENT ADVISORS CO.

RIA
CRD#: 105435
Minneapolis, MN
Past

April 13, 2023 - October 4, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
BLOOMINGTON, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
1I
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO. | NORTHERN OAK WEALTH MANAGEMENT. INC | NORTHERN OAK WEALTH MANAGEMENT, INC. | NORTHERN OAK WEALTH MANAGEMENT INC. | NORTHERN OAK CAPITAL MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT INC | HAKER INVESTMENT MANAGEMENT INC

CRD#: 105435 / SEC#: 801-11335

RIA
Registered Investment Advisory firm - (2/13/1976 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/20/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/9/2022
Securities Industry Essentials Examination

Current Firm

1I
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO. | NORTHERN OAK WEALTH MANAGEMENT. INC | NORTHERN OAK WEALTH MANAGEMENT, INC. | NORTHERN OAK WEALTH MANAGEMENT INC. | NORTHERN OAK CAPITAL MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT INC | HAKER INVESTMENT MANAGEMENT INC

CRD#: 105435 / SEC#: 801-11335

RIA
Registered Investment Advisory firm - (2/13/1976 Approved)
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Contact information

Main Address
511 N Broadway Suite 801, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 615-1012
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts924
AUM (Assets Under Management)$ 1,034,664,175

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/21/2024
Cover Page
Report
01/11/2024
Cover Page
Report

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.

Company Information

1834 INVESTMENT ADVISORS CO.

CRD#: 105435

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