Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lorenz is a registered investment advisor representative with State Farm Investment Management Corp. and is located in Chaska, MN. Matthew has been in the financial industry since August 2022, and holds the Series 63, 65, SIE and Series 6TO exams. Matthew is registered to conduct business in Iowa, Minnesota, South Dakota and Wisconsin. In addition to working with State Farm Investment Management Corp., Matthew also owns and operates Matt Lorenz Insurance Agency where he offers insurance services. Matthew is a licensed agent with State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MN
01/08/2023 - Present
State Farm Investment Management Corp. (Chaska MN)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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