John Alfred Lorenz
Investment adviser representative at Arlington Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 yearsFirm in business
Are you John Alfred Lorenz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Arlington Financial Advisors, LLCMay 2016 to now
- Purshe Kaplan Sterling InvestmentsMay 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Arlington Financial Advisors, LLC
$1.2BAssets managed
631Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1940578
- Firm CRD
- 283288