Lucas Lorenz, financial advisor Aberdeen SD

Lucas Lorenz

CRD Number: 6754444
Current Firm: Edward Jones

Lucas Lorenz (CRD# 6754444) is an Investment Advisor Representative working at Edward Jones in Aberdeen, SD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2017 - Current 7
Lang's Audio Tv & Appliance Aberdeen, SD May 2018 - Aug 2018 < 1
Northern State University Aberdeen, SD Aug 2017 - May 2018 < 1
Edward Jones Aberdeen, SD May 2017 - Aug 2017 < 1
Northern State University Aberdeen, SD Aug 2016 - May 2017 < 1
Premier Facility Maintainence Aberdeen, SD Aug 2016 - Nov 2016 < 1
City Of Aberdeen Aberdeen, SD May 2016 - Aug 2016 < 1
Northern State University Aberdeen, SD May 2015 - May 2016 1
Northern State University Aberdeen, SD Aug 2014 - May 2015 < 1
Ken's Superfair Foods Aberdeen, SD Jun 2014 - Aug 2014 < 1
Roncalli High School Aberdeen, SD Mar 2013 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Lucas A. Lorenz
Phone Number: 314-515-2000
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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