Lucas A Lorenz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2017 → Present
  Edward Jones
  St Louis, MO
• 05/2018 → 08/2018
  Lang's Audio Tv & Appliance
  Aberdeen, SD
• 08/2017 → 05/2018
  Northern State University
  Aberdeen, SD
• 05/2017 → 08/2017
  Edward Jones
  Aberdeen, SD
• 08/2016 → 05/2017
  Northern State University
  Aberdeen, SD
• 08/2016 → 11/2016
  Premier Facility Maintainence
  Aberdeen, SD

Other Businesses

PH Healthcare Fund VIII, LLC Type of business: Real estate private equity 3550 Round Barn Blvd STE 104, Santa Rosa, CA Start date: 6/15/2026 Hours per week: 0 Hours during trading: 0 LPT

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15

Designations

• Certified Financial Planner

Other Names

• Lucas Allen Lorenz