Lorenz John Wessler

Current Employers

Employment History

• 08/1987 → Present
  Wessler Insurance Agency Group Inc
  Waco, TX
• 03/2006 → Present
  John Wessler & Associates
  Waco, TX
• 03/2011 → Present
  Senior Care Planners, Llc
  Waco, TX
• 07/2016 → 04/2023
  Cherry Johnson Siegmund James Fka Johnson Hobbs Squire, Llc
  Waco, TX
• 04/2023 → Present
  Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. Dba The Zimmer
  Waco, TX

Previous Registrations

• 2006-03-08 → 2006-04-25
  Kalos Management
  Waco, TX
  Ponte Vedra Beach, FL

Other Businesses

THE WESSLER INSURANCE AGENCY GROUP INC., NON INVESTMENT RELATED, 6801 SANGER AVE STE 180, WACO, TX 76710; LIFE AND HEALTH INSURANCE SALES, PRESIDENT SINCE AUG 1987; APPROX 160 H/PER MONTH DEVOTED TO BUSINESS, APPROX 96 H/PER MONTH DURING SECURITIES TRADING HOURS, SELL AND SERVICE LIFE AND HEALTH INSURANCE FOR BUSINESS AND INDIVIDUALS. CURRENTLY APPOINTED WITH THE FOLLOWING INSURANCE COMPANIES: ALLIANZ, AMERICAN EQUITY, AMERICAN PUBLIC LIFE, BERKSHIRE LIFE, CELTIC, COLUMBIAN LIFE, COMPANION LIFE, EMPIRE GENERAL LIFE ASS CORP, EMPLOYERS REINSURANCE CORP, EQUITRUST, FIRST COLONY, FIRST CONTINENTAL, FORT WAYNE HEALTH & CASUALTY, GE GROUP, GOLDEN RULE, GREAT AMERICAN, GUARDIAN, Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. dba The Zimmerman Law Firm; non-investment related; Waco, Texas; Estate Planning/ Elder Law and Litigation Law Firm; Paralegal; started 04/2023; approximately 50% of time; Public relations with senior care facilities management; evaluation of Medicaid long term care benefit eligibility for potential and existing clients; client interface and document gathering; client correspondence; development and implementation of Medicaid long term care benefits qualification strategy

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-07