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Jeremiah Lorenz

Kestra Advisory Services, LLC
26 Years of Experience
Burr Ridge, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeremiah Lorenz is a registered investment advisor at Kestra Advisory Services, LLC, based in Burr Ridge, IL, with 26 years of industry experience. Jeremiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

745 Mcclintock, Burr Ridge, IL, 60527

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History

Regulatory History (1)
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Customer Dispute
February 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeremiah works as an investment advisor representative (IAR) through Kestra Advisory Services, dedicating about a quarter of his time to this role. He also works in wealth management and sells life insurance products, dedicating nearly full-time hours to this activity, and is a member of the Village of Lisle Planning and Zoning Commission, dedicating minimal time.

Employment History
Current Registrations
Kestra Advisory Services, LLC
August 2019 - Present · 7 yrs 2 mos
Kestra Investment Services, LLC
August 2019 - Present · 7 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2007 - August 2019 · 12 yrs 5 mos
Woodbury Financial Services, INC.Broker
May 2000 - August 2019 · 19 yrs 3 mos
State Registrations16 states
AZCACOFLIAILINKYMAMIMONCNJNYTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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