Robert LorenzCRD Number: 4620247
Current Firm: Bmo Harris Financial Advisors, Inc.
Robert Lorenz (CRD# 4620247) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Hoffman Estates, IL and has over 15 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Bmo Harris Financial Advisors, Inc.||Hoffman Estates, IL||Jan 2015 - Current||3|
|J.p. Morgan Securities LLC||Mt. Prospect, IL||Oct 2012 - Jan 2015||2|
|Chase Investment Services Corp||Mt. Prospect, IL||Oct 2010 - Oct 2012||2|
|Genworth Financial Securities Corporation||Schaumburg, IL||Mar 2008 - Oct 2010||2|
|Genworth Financial Advisers Corporation||Schaumburg, IL||Mar 2008 - Oct 2010||2|
|Fifth Third Securities||St. Charles, IL||Sep 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management12,186MILLIONS
Total Number of Accounts116,830ACCOUNTS
Average Account Value$104,309
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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