Jonathan Lofquist

1834 INVESTMENT ADVISORS CO.

Minneapolis, MN 55416

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CRD#: 7721778

Professional summary

Jonathan Lofquist is a registered financial advisor currently at 1834 INVESTMENT ADVISORS CO. located in Minneapolis, Minnesota.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 2 firms and has passed the Series 65 and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lofquist's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 25, 2025 - Present

1834 INVESTMENT ADVISORS CO.

Office #1: 1601 Utica Ave S Suite 1150, Minneapolis, MN 55416

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".

1834 INVESTMENT ADVISORS CO.

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.

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

Minnesota
(7/25/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/20/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/9/2022

Securities Industry Essentials Examination

Current Firm

1834 INVESTMENT ADVISORS CO.

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

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 Accounts	924
AUM (Assets Under Management)	$ 1,034,664,175

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Jonathan Lofquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lofquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

1834 INVESTMENT ADVISORS CO.

THRIVENT ADVISOR NETWORK, LLC

Primary Firm SEC Registration

1834 INVESTMENT ADVISORS CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2022

SIE

Date: 4/9/2022

Current Firm

1834 INVESTMENT ADVISORS CO.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1834 INVESTMENT ADVISORS CO.

TRUST BUT VERIFY

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