Lyndon
Lorenz

Newretirement Advisors

CRD#6458312
Investment Advisor
in Mill Valley, CA

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About this Advisor

Lyndon Lorenz is a certified financial planner who works in Mill Valley, California, with a total of 11 years of work experience. Lorenz is currently employed by Newretirement Advisors. Their career trajectory has included roles at Jmr Financial Group, Inc- Jablonski-Madill, Inc, Midwest Professional Planners, LTD, Doordash, Newretirement Advisors, LLC, Nearterm Corporation and Grand Itasca Clinic And Hospital. Lorenz maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Minnesota and Texas. Newretirement Advisors is an advisory business that has its headquarters in Mill Valley, California.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1 Belvedere Place, Suite 200
Mill Valley, CA 94941

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Newretirement Advisors Brokerage Details

Total Number of Employees

2

CA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Lyndon Lorenz Work History

Lyndon has 11 years of experience.

2021 - Present (2 years)

Newretirement Advisors, LLC

2019 - 2021 (2 years)

Midwest Professional Planners, LTD

2019 - 2020 (1 year)

Doordash

2016 - 2021 (5 years)

Midwest Professional Planners, LTD

2015 - 2016 (1 year)

Jmr Financial Group, Inc- Jablonski-Madill, Inc

2012 - 2015 (3 years)

Nearterm Corporation

2011 - 2012 (1 year)

Grand Itasca Clinic And Hospital

Disclosures

Lyndon Lorenz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Newretirement Advisors

Lyndon Lorenz
Mill Valley, CA
Stephen Chen
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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