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Michael Craig Lorenzen

U.s. Bancorp Investments, Inc.

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About Michael Craig Lorenzen

Michael Lorenzen is a financial advisor with U.S. Bancorp Investments, Inc. Michael is registered with the state of Kentucky. Michael has been in the financial services industry since 2007. Michael has experience with helping individual and corporate clients. Michael offers investment advice, including financial planning and portfolio management. Michael has 12 years of experience working in the financial services industry. Michael is a registered representative of U.S. Bancorp Investments, Inc., and an investment adviser representative of U.S. Bank, N.A.

Firm Information

Michael Lorenzen is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Michael Lorenzen’s Registration & Firm History

KY

12/13/2018 - Present

U.s. Bancorp Investments, Inc. (Louisville KY)

KY

01/13/2009 - 05/01/2017

PNC INVESTMENTS (LOUISVILLE KY)

KY

06/06/2005 - 12/19/2008

EDWARD JONES (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 01/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Craig Lorenzen.
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