Mark Lorenz (CRD# 6676101) is an Investment Advisor Representative working at Lorenz Financial in West Lafayette, IN and has over 7 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lorenz Financial Services, LLC | West Lafayette, IN | May 2016 - Current | 7 |
| Retired | West Lafayette, IN | Oct 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- IN
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$453,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
IN
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