Michael Lorenzen, financial advisor Wayzata MN
93 score

Michael Lorenzen

CRD Number: 1311674
Current Firm: Blue Rock Advisors, LLC

Michael Lorenzen (CRD# 1311674) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Rock Advisors, LLC Wayzata, MN Jan 2016 - Current < 1
Blue Rock Global Partners, Inc. Wayzata, MN Mar 2012 - Current 4
Blue Rock Advisors, Inc. Wayzata, MN Mar 2012 - Current 4
Funds Distributor, LLC Birmingham, MI Oct 2009 - Feb 2012 2
Munder Capital Management Birmingham, MI Jan 2007 - Feb 2012 5
Unemployed Naperville, IL May 2007 - Dec 2007 < 1
Oakbrook Invesments, LLC Lisle, IL May 2000 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
Contact Info for Michael J. Lorenzen
Phone Number: (952) 229-8700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,529
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $254,833,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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