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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Johnson Hobbs Squire, LLC Waco, TX Jul 2016 - Current 6
Senior Care Planners, LLC Waco, TX Mar 2011 - Current 11
John Wessler & Associates Waco, TX Mar 2006 - Current 16
Wessler Insurance Agency Group Inc. Waco, TX Aug 1987 - Current 35
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States


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