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Lyndon Bruce Lorenz

Boldin Advisors

Mill Valley, CA

Duluth, MN

CRD 6458312

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Employer firm

Boldin Advisors CRD 294881

800 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Boldin Advisors

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-24
MN RA APPROVED 2021-12-10
  • TX RA
    APPROVED
    Since 2022-01-24
  • MN RA
    APPROVED
    Since 2021-12-10

Branch Locations

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Duluth, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Professional Planners, Ltd. Duluth MN 05/2016 07/2021
Midwest Professional Planners, Ltd. Duluth MN 01/2019 07/2021
Doordash Duluth MN 05/2019 01/2020
Newretirement Advisors, Llc Duluth MN 08/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-18
  • S65 Uniform Investment Adviser Law Examination
    2015-03-18
Designations
  • Certified Financial Planner
Other Names
  • Bruce Lorenz
  • L. Bruce Lorenz

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

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