Lucie Lortz, AAMS®

Associate Wealth Advisor at Schwab Advisor Services
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Indianapolis, IN

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Credentials

  • Accredited Assets Managment Specialists (AAMS®)
    College of Financial Planning
    Apr, 2020
    - Nov, 2024

Experience

  • Schwab Advisor Services
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Associate Wealth Advisor
      • Dec 2022 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Professional
      • Nov 2020 - Dec 2022

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2019 - Nov 2020

Education

  • Western Governors University
    Master of Science - MS
    2020 - 2022
  • IUPUC
    Bachelor of Science - BS, Business Administrative: Accounting and Finance
    2016 - 2018

Community

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