Sean
Lorenz
M Holdings Securities, Inc
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About this Advisor
Sean Lorenz is a certified financial planner and chartered financial consultant operating out of Denver, Colorado, with 1 year of relevant experience. Lorenz is on the advisory team at M Holdings Securities, Inc. During their career, Lorenz has held roles at Houston Aeros, Axa Advisors, LLC, Equitable Advisors, LLC, M Holdings Securities, Inc, Donohue Feiman Retirement Plan Services, Assured Equity Management Corporation and Aem Partners, LLC. Lorenz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado, Florida, Kentucky, Nebraska, New Mexico, New York, Texas and Wyoming. M Holdings Securities, Inc is a financial advisory company operating out of Portland, OR. The company has offices in 105 locations and a total of 738 advisors. It controls $4 billion in total assets between its 10,065 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 10,065 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. Fee types charged by M Holdings Securities, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sean Lorenz Work History
Sean has been registered as a financial advisor for 1 years.*
M Holdings Securities, Inc
Aem Partners, LLC
Assured Equity Management Corporation
Donohue Feiman Retirement Plan Services
Axa Advisors, LLC
Equitable Advisors, LLC
Houston Aeros
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Lorenz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at M Holdings Securities, Inc
Portland, OR
Newtown, PA
Portland, OR
Portland, OR
Tampa, FL
Portland, ME
Portland, OR
Rochelle Park, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
