Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lorentz is a registered representative with Thrivent Investment Management Inc. Michael has been in the securities industry since June 5, 2018. Michael holds licenses for both securities and investment advisory services and is currently registered in 51 states and the District of Columbia. Michael has prior experience with TD Ameritrade and CHARLES SCHWAB & CO., INC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
04/12/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MO
02/20/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
03/23/2018 - 02/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 03/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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