James Lohse
Founder and Partner at Independence Capital Financial Partners | Oak Brook, Illinois, United States
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James W. Lohse, ChFC®, CASL®, serves as the Founder and Partner of Independence Capital Financial Partners (ICFP), where he leverages nearly four decades of experience in the financial services industry to provide tailored financial solutions for his clients. His extensive expertise spans a variety of areas, including strategic financial planning, retirement planning, and socially responsible investing, allowing him to address the unique needs of individuals and organizations alike.
At ICFP, Jim is deeply committed to fostering long-term relationships with his clients, ensuring they receive personalized guidance that aligns with their financial goals. His leadership has been instrumental in developing key projects focused on executive pay strategies and education funding, which have helped numerous clients navigate complex financial landscapes. Jim's proficiency in securities, including his Series 7 license, further enhances his ability to offer comprehensive investment advice, making him a trusted resource for retirement and long-term care insurance planning.
Under his stewardship, ICFP has cultivated a reputation for excellence, driven by a client-centric approach that prioritizes transparency and trust. Jim's dedication to professional development and ethical practices has not only earned him the respect of his clients but also that of his colleagues in the industry. As ICFP continues to grow, Jim remains focused on empowering clients to achieve financial independence, demonstrating his unwavering commitment to their success.
Founder and Partner at Independence Capital Financial Partners in March 2012 to Present
Financial Planner at Chicago Oakbrook Financial Group in March 1987 to February 2012
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Securities
Wealth Management
Retirement Planning
Strategic Financial Planning
Investments
Portfolio Management
Insurance
Investment Advisory Services
Estate Planning
Executive Pay
Socially Responsible Investing
Simple IRA
403 b
Investment Advisory
Series 7
Estate Law
Education Funding
Finance
401k Rollovers
Financial Services
401k
Retirement
Mortgage Lending
Financial Planners
Long Term Care Insurance
Series 63
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What is James Lohse email address?
Email James Lohse at [email protected] and [email protected]. This email is the most updated James Lohse email found in 2026.
What is James Lohse phone number?
James Lohse phone number is +17083349912 and +13142838183.
How to contact James Lohse?
To contact James Lohse send an email to [email protected] or [email protected]. If you want to call James Lohse try calling on +17083349912 and +13142838183. (updated on September 13, 2024)
What is James Lohse net worth?
James Lohse has an estimated net worth of $750,000 to $999,999
What company does James Lohse work for?
James Lohse works for Independence Capital Financial Partners
What is James Lohse's role at Independence Capital Financial Partners?
James Lohse is Founder and Partner
What industry does James Lohse work in?
James Lohse works in the Financial Services industry.
James Lohse Email Addresses
James Lohse Phone Numbers
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