Jeremiah Charles Lorenz

Current Employers

Employment History

• 05/2000 → 08/2019
  Fortis Investors
  Downers Grove, IL
• 08/2019 → Present
  Partners Wealth Management
  Warrenville, IL
• 07/2019 → Present
  Kestra Investment Services, Llc
  Naperville, IL
• 07/2019 → Present
  Kestra Advisory Services, Llc
  Naperville, IL

Previous Registrations

• 2007-03-23 → 2019-08-15
  Woodbury Financial Services, Inc.
  Lisle, IL
  Lisle, IL
  Warrenville, IL
  Warrenville, IL

Other Businesses

Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 7/11/2019 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: IAR Name: Partners Wealth Management Investment Related: Yes Address: 1700 Park Street Suite 200 Naperville IL 60563 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth management and insurance agent Start Date: 7/9/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Wealth management and sell traditional life products Name: BLUELAKE WEALTH ADVISORS POSITION: Investment Advisor / Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 07/01/2025 ADDRESS: 745 McClintock, Suite 120, Burr Ridge IL 60527, United States DESCRIPTION: Insurance products review and recommend when in clients have an insurance need that is in their best interest

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-15
• S63 Uniform Securities Agent State Law Examination
  2000-05-26