Marshall Lohrenz
CRD Number: 4178635Current Firm: United Planners' Financial Services Of America A Limited Partner
Marshall Lohrenz (CRD# 4178635) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Yuma, AZ and has over 23 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 2791775
Lpl Financial LLC
CRD# 6885061
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reed Lohrenz | Yuma, AZ | Jan 2023 - Current | 1 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Oct 2020 - Current | 3 |
| Central Church Of Christ | Yuma, AZ | Oct 2016 - Current | 7 |
| Estatedocs Pro | Yuma, AZ | Mar 2016 - Current | 8 |
| Marshall Reed Lohrenz | Yuma, AZ | Jun 2000 - Current | 23 |
| Entrust Financial Partners, LLC | Yuma, AZ | Aug 2020 - Oct 2020 | < 1 |
| Independent Financial Group, LLC | Yuma, AZ | Jan 2013 - Aug 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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