William David Lohrenz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH AND ANNUITIES 2. NAME OF OTHER BUSINESS: LOHRENZ FINANCIAL LLC, INVESTMENT RELATED: YES, ADDRESS: W4459 COUNTRY VIEW DR, APPLETON, WI 54913, NATURE OF BUSINESS: DBA, FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: OWNER, INVESTMENT ADVISOR REPRESENTATIVE, APX NUMBER OF HOURS PER MONTH: 120; 3. NAME OF OTHER BUSINESS: ADVISORNET INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: INSURANCE, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES; 4. NAME OF OTHER BUSINESS: JACK SCHROEDER AND ASSOCIATES, INVESTMENT RELATED: NO, NATURE OF BUSINESS: HEALTH INSURANCE, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: HEALTH INSURANCE SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-20
• S63 Uniform Securities Agent State Law Examination
  1995-08-04