Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Who We Are.
Bill Lohrenz has served the Appleton and Green Bay Wisconsin area for over 20 years helping his clients pursue their financial goals.
After passing his security exams in 1995 Bill worked for another Financial Advisor, which helped him gain valuable experience. It was a large office with a lot of clients and Bill didn't feel he could develop the kind of personal relationships with clients that is important to him in order to understand their goals and objectives and provide the kind of personal service they deserved, so in 2004 he started his own firm Lohrenz Financial, LLC.
Discover Hidden Opportunities.
Bill chose to affiliate with Cetera Advisor Networks, which is part of the Cetera Financial Group of broker dealers. They are one of the largest independent broker dealers with around 8,000 Financial Professionals across the country. Some of the Financial Professionals affiliated with the Cetera Financial Group work in financial institutions, some are CPA's and some are part of a network like Bill is. Cetera provides the technology, record keeping, due diligence, investment research and many other services that are necessary to serve his clients. One of the important things to Bill in selecting a broker dealer was that they be independent, so there aren't any incentives, quotas or proprietary investment products that he has to use and he can use the best investment products available to meet each of his clients individual needs.
Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.