Sean M Lorenz
Investment adviser representative at M Holdings Securities, Inc.
12 yearsExperience
18 statesRegistered in
CFP® certification, ChFC®Designations
$3.2BFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- Aem Partners, LLCSep 2022 to now
- M Holdings Securities, Inc.Sep 2022 to now
- Assured Equity Management CorporationJan 2021 to Jun 2024
- Donohue Feiman Retirement Plan ServicesOct 2018 to Dec 2020
- Equitable Advisors, LLCMar 2014 to Sep 2022
- AXA Advisors, LLCMar 2014 to Jun 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 18 states (AZ, CA, CO, FL, HI, KY, MA, MD, NE, NM, NY, PA, SD, TX, UT, VA, WA, WY).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 6289924
- Firm CRD
- 43285