James W. Lohse
James W. Lohse, ChFC®, CASL®, AIF® is a career professional in the financial services industry spanning nearly 40 years. As Founder and Partner of ICFP and throughout his career, he has continually increased his dedication to helping his clients, which has earned him the respect of clients and colleagues, alike.
Jim has dedicated himself to provide his clients with comprehensive solutions to achieve their financial goals. He has earned his ChFC® (Chartered Financial Consultant®), designation has been granted the CASL®( Charted Associate for Senior Living®), designation, and AIF® (Accredited Investment Fiduciary®). As a select group in the financial service field with respected credentials in senior planning, Jim has provided his clients with customized solutions to pursue their specific financial goals and helped them to understand that financial success is measured by how well a detailed plan allows someone to realize their dreams for themselves and their family.
His career began with Continental Bank in Chicago in the Bond Trading Operations department. In 1987, he affiliated with a financial services company to later found Chicago Oakbrook Financial Group with three other partners. Most recently, founded Independence Capital Financial Partners with two other Partners.
Jim is active in his community and industry serving on the Naperville Chamber of Commerce as an ambassador to membership and also active with his local church. In addition, Jim is a proud veteran of the United States Army and has passed on this dedication of service to his daughter who has also had active duty in the US Army. Jim has resided in Downers Grove for many years with his wife, Terry, of over 40+ years. In his leis