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James Varland Lorentsen

Performance Trust Capital Partners, LLC

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About James Varland Lorentsen

James Varland Lorentsen is a financial professional with over 25 years of experience in the industry. James is currently registered with Performance Trust Capital Partners, LLC as a Financial and Operations Principal and has been working with them since May 1997. James is licensed to provide investment advice in Illinois.

Firm Information

James Lorentsen is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Lorentsen’s Registration & Firm History

IL

05/28/1997 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for James Varland Lorentsen.
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