Lohrenz Financial

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

w4459 Country View Dr, Appleton, Wiscons...

Phone Number

(920) 739-4714

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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1
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1
1

About Lohrenz Financial

Lohrenz Financial, LLC offers personalized financial services tailored to the unique needs and goals of its clients. Founded by Bill Lohrenz, the firm has over 20 years of experience serving the Appleton and Green Bay, Wisconsin areas. The company provides a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. Lohrenz Financial is affiliated with Cetera Advisor Networks, allowing them to access a wide array of independent investment products without proprietary constraints.Explore more
Popular SearchesLohrenz Financial LLCLohrenz FinancialBill Lohrenz Financial SvcAdvisor LaunchpadBill Lohrenz Financial Service LLCSIC Code 62,628NAICS Code 52,523Show more

Lohrenz Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lohrenz Financial

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2003
KP
Karen PraterManager, Operations
<$5M
1-10
Private
-
1996
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TL
Tina LeeOwner, Certified Financial Planner
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lohrenz Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lohrenz Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lohrenz Financial.

Lohrenz Financial Tech Stack

A closer look at the technologies used by Lohrenz Financial

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Frequently Asked Questions Regarding Lohrenz Financial

What is Lohrenz Financial's official website?
Lohrenz Financial's official website is www.lohrenzfinancial.com
What is Lohrenz Financial's Revenue?
Lohrenz Financial's revenue is <$5 Million
What is Lohrenz Financial's SIC code?
Lohrenz Financial's SIC: 62,628
What is Lohrenz Financial's NAICS code?
Lohrenz Financial's NAICS: 52,523
How many employees does Lohrenz Financial have?
Lohrenz Financial has 1-10 employees
What industry does Lohrenz Financial belong to?
Lohrenz Financial is in the industry of: Finance, Securities Trading
What is Lohrenz Financial competition?
Lohrenz Financial top competitors include: RCN Wealth Management, Cassedy Financial Group, Carlson Wealth, Wealth Advisory Services
What technology does Lohrenz Financial use?
Some of the popular technologies that Lohrenz Financial uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Lohrenz Financial?
Lohrenz Financial contact info: Phone number: (920) 739-4714 Website: www.lohrenzfinancial.com
What does Lohrenz Financial do?

Lohrenz Financial, LLC offers personalized financial services tailored to the unique needs and goals of its clients. Founded by Bill Lohrenz, the firm has over 20 years of experience serving the Appleton and Green Bay, Wisconsin areas. The company provides a range of services including retirement planning, investment management, estate planning, in... surance, and tax advice. Lohrenz Financial is affiliated with Cetera Advisor Networks, allowing them to access a wide array of independent investment products without proprietary constraints.Read More

Is Lohrenz Financial a public company?
Lohrenz Financial is private company therefore does not currently have an official ticker symbol
See more information about Lohrenz Financial

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