Lorenz Wessler, financial advisor Waco TX

Lorenz Wessler

CRD Number: 5097141
Current Firm: John Wessler & Associates

Lorenz Wessler (CRD# 5097141) is an Investment Advisor Representative working at John Wessler & Associates in Waco, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Zimmerman, Cotner, Ressetar, Bennett & Lane, P.c. Dba The Zimmer Waco, TX Apr 2023 - Current 1
Senior Care Planners, LLC Waco, TX Mar 2011 - Current 13
John Wessler & Associates Waco, TX Mar 2006 - Current 18
Wessler Insurance Agency Group Inc. Waco, TX Aug 1987 - Current 36
Cherry Johnson Siegmund James Fka Johnson Hobbs Squire, LLC Waco, TX Jul 2016 - Apr 2023 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Lorenz J. Wessler
Phone Number: 254-717-2460
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

TX

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