Linda Marie Lorenz
Investment adviser representative at Heartland Advisors, Inc.
14 yearsExperience
1 stateRegistered in
$1.9BFirm assets
43 yearsFirm in business
Are you Linda Marie 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Heartland Advisors, Inc.Sep 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Heartland Advisors, Inc.
$1.9BAssets managed
90Clients
14Advisers
43 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
- 6719027
- Firm CRD
- 29433