Jeremy Thomas Lorenz

Employer firm

Capstone Financial Advisors Inc CRD 109341

$2.87B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2022 → Present
  Capstone Financial Advisors, Inc.
  Downers Grove, IL
• 08/2021 → 05/2022
  Illinois State University
  Normal, IL
• 07/2021 → 08/2021
  Ikea
  Schaumburg, IL
• 05/2016 → 08/2019
  Legoland Discovery Center
  Schaumburg, IL
• 08/2014 → 05/2018
  Schaumburg High School
  Schaumburg, IL
• 08/2018 → 05/2022
  Illinois State University
  Normal, IL

Designations

• Certified Financial Planner