FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Jonathan Lohmann
Jonathan is a Relationship Manager of Institutional Client Services and responsibilities include account administration for institutions, foundations, endowments, and pensions for FNBO. Jonathan acts as the day-to-day contact point for clients that he servesspecializes in investment, education, retirement, estate, and insurance planning.
Credentials
Jonathan joined FNBO back in 2013 after graduating from Fort Hays State University in Hays, Kansas where he earned a bachelor's degree in secondary education and a degree in history with a minor in political science. Jonathan joined FNIP in 2015 where he was a financial advisor before joining the institution wealth team.
Passions
Jonathan enjoys spending time with his family, grilling in the backyard, and throwing either a baseball or football with his boys. Jonathan also enjoys outdoor activities such as camping, fishing, hiking, or hunting.
Jonathan is active in his community and volunteers at his church's mowing team and is an active Assistant Scout Master for his boy's troop.
Location
4650 College Blvd., Suite 200
Overland Park KS 66211
"I want the people I meet to be prepared for not only retirement, but also for any unexpected circumstances. Having a solid plan in place will help not only my clients, but their loved ones too."
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CIMC,” and “Certified Investment Manager Consultant.” Use of these marks signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
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Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
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Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
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