Bio
Experience
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The Society for Financial Awareness
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Yuma, Arizona Area
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Speaker
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Sep 2015 - Present
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Yuma, Arizona Area
The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We conduct free financial seminars for companies and organizations.
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Minister
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Oct 2006 - Present
As the Pulpit Minister for the Central Church of Christ I preach and teach the adult Bible classes. I also coordinate the office and local and foreign mission outreach / evangelism.
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Independent Financial Group, LLC
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Yuma, Arizona Area
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Investment Advisor Representative
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Jan 2013 - Sep 2020
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Yuma, Arizona Area
I work with individuals to help them retire with dignity and independence. I work with third party money managers to create personalized portfolios and managed portfolios that are aligned with each client's goals.I also offer my services employees with 401k, 403b, 457 and other employer plans that offer a brokerage link in their retirement plan. I work with business owners to help them in providing a variety of employee benefits.Call me today at 928-317-2920 and get started on your path to a more secure financial future!Licensed to sell securities in the following states: AZ, AK, CA, KS, TX, Yuma office: 2589 E 24th St, Suite 4, Yuma, AZ 85365Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. Entrust Wealth Management, Inc. and IFG are unaffiliated entities. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. "Likes" and recommendations should not be considered a positive reflection of the services or advice offered by Reed Lohrenz and/or Entrust Wealth Management; positive reviews of experiences with Reed Lohrenz and/or Entrust Wealth Management may not reflect the experience of all, or even most, clients. Visitors to this page should not post positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.12671 High Bluff Drive, Suite 200San Diego, CA 92130
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Reed
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Yuma, Arizona, United States
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Co-Owner
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Jan 2013 - Jan 2013
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Yuma, Arizona, United States
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Preferred Financial Group, LLC
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281 W 24th St. #135 Yuma, AZ 85364
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Rep
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Jul 2007 - Dec 2012
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281 W 24th St. #135 Yuma, AZ 85364
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Rep
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Jul 2007 - Dec 2012
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Rep
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2004 - 2007
Investments and managed accounts, Retirement Plans.
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Minister
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Aug 1986 - Jul 1994
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Alumni
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1982 - 1984
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Education
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1990 - 1994Fort Hays State University
BGS, General Studies -
1982 - 1984Sunset International Bible Institute
Biblical Ministry and Missions, Bible and Missions
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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References
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