James Richard Lorenz

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 09/2022
  W&S Brokerage Services
  Cincinnati, OH
• 11/2020 → 09/2022
  Western Southern Life
  Jacksonville, FL
• 04/2018 → 10/2020
  Hardage-Giddens Funeral Home
  Jacksonville Beach, FL
• 07/2017 → 03/2018
  Washburn-Mcreavy Funeral Chapels
  Minneapolis, MN
• 04/2017 → 06/2017
  Bankers Life & Casualty Company
  Edina, MN
• 07/2016 → 03/2017
  Washburn-Mcreavy Funeral Chapels
  Minneapolis, MN
• 09/2014 → 07/2016
  Bradley Funeral Home
  Antigo, WI
• 10/2022 → 10/2022
  Unemployed
  Jacksonville, FL
• 11/2022 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 02/2023 → 06/2024
  Bank Of America, N.A.
  Jacksonville, FL
• 06/2024 → 04/2025
  Thrivent Investment Management Inc
  Burnsville, MN
• 07/2024 → 11/2024
  Thrivent Financial
  Appleton, WI
• 11/2024 → 04/2025
  Thrivent Financial
  Appleton, WI
• 04/2025 → Present
  Valic Financial Advisors, Inc.
  Edina, MN
• 06/2024 → Present
  Rental Property Income
  Jacksonville, FL
• 12/2024 → Present
  Target
  Richfield, MN
• 04/2025 → Present
  Agia
  Houston, TX

Previous Registrations

• 2024-06-27 → 2025-04-22
  Thrivent Investment Management Inc.
  Burnsville, MN
  Minneapolis, MN
  Minneapolis, MN
  Bloomington, MN
• 2023-03-22 → 2024-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance products for AGIA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA RENTAL PROPERTY INCOME POSITION: Homeowner NATURE: I will receive rental income from this property. This property was my previous home address. Property is professionally managed by Northpoint Asset Management. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 11870 Swooping Willow Rd, Jacksonville FL 32223, United States DESCRIPTION: I do not participate in the management of this rental property.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17

Other Names

• Jim Lorenz
• James Richard Lorenz
• James Lorenz