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Meet Jim Lohnes

Jim Lohnes, CRPS

Investment Advisor Representative

941.592.6302

Jim Lohnes is an Investment Advisor Representative and a Chartered Retirement Plans Specialist (CRPS) with decades of experience in the financial services industry, spanning back to 1990. Before founding his own independent firm to serve retired and current union members, Jim worked with firms that brought experience and knowledge to specifically serve working men and women across the country. Over the years Jim has honed his industry knowledge and skills to better serve the needs of working men and women and their families.

Our Approach

At Lohnes Wealth Management, we take a responsive approach to helping union members like you harness the greater potential of their pension plans, in pursuit of the lifestyle and retirement they desire — and deserve.

Our Approach

About Us

Lohnes Wealth Management is a trusted independent retirement services firm that exists to serve the unique financial and retirement planning needs of labor Unions and their members.

About the Firm

Contact Us

Get the advice you need to get more from your Union and employer benefits. We specialize in supporting Union members to help you live the life you desire for today and tomorrow.

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