Marshall Lohrenz
Marshall Lohrenz is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Yuma, AZ, with 25 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
2589 E. 24th St., Ste. 4, Yuma, AZ, 85365
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Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Marshall is an insurance agent/broker since 2000 and a referral partner for EstateDocs Pro since 2016. He is also a non-paid representative for the Society for Financial Awareness, co-founder/managing partner at Entrust Wealth Management, and a notary.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Entrust Wealth Management
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.