James Lorenz
James Lorenz is a registered investment advisor at VALIC Financial Advisors, INC., based in Edina, MN, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
7650 Edinborough Way, Suite 320, Edina, MN, 55435
Get directionsHistory
Regulatory History (8)
Financial
December 2018Financial
December 2018Financial
December 2018Financial
December 2018Financial
November 2018Financial
October 2018Financial
April 2018Financial
April 2018Other Business ActivitiesSells Insurance
James is an agent selling non-securities insurance products for AGIA and dedicates a few hours per week to this. He also receives rental income from a property managed by Northpoint Asset Management and works at Target Corporation about 10-20% of his time.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
W&s Brokerage Services, INC.Broker
State Registrations1 state
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.