LW
Lorenz J. Wessler
JOHN WESSLER & ASSOCIATES
Waco, TX 76710
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CRD#: 5097141
LW
Professional summary
Lorenz John Wessler is a registered financial advisor currently at JOHN WESSLER & ASSOCIATES located in Waco, Texas.
Lorenz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lorenz has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE WESSLER INSURANCE AGENCY GROUP INC., NON INVESTMENT RELATED, 6801 SANGER AVE STE 180, WACO, TX 76710; LIFE AND HEALTH INSURANCE SALES, PRESIDENT SINCE AUG 1987; APPROX 160 H/PER MONTH DEVOTED TO BUSINESS, APPROX 96 H/PER MONTH DURING SECURITIES TRADING HOURS, SELL AND SERVICE LIFE AND HEALTH INSURANCE FOR BUSINESS AND INDIVIDUALS. CURRENTLY APPOINTED WITH THE FOLLOWING INSURANCE COMPANIES: ALLIANZ, AMERICAN EQUITY, AMERICAN PUBLIC LIFE, BERKSHIRE LIFE, CELTIC, COLUMBIAN LIFE, COMPANION LIFE, EMPIRE GENERAL LIFE ASS CORP, EMPLOYERS REINSURANCE CORP, EQUITRUST, FIRST COLONY, FIRST CONTINENTAL, FORT WAYNE HEALTH & CASUALTY, GE GROUP, GOLDEN RULE, GREAT AMERICAN, GUARDIAN, Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. dba The Zimmerman Law Firm; non-investment related; Waco, Texas; Estate Planning/ Elder Law and Litigation Law Firm; Paralegal; started 04/2023; approximately 50% of time; Public relations with senior care facilities management; evaluation of Medicaid long term care benefit eligibility for potential and existing clients; client interface and document gathering; client correspondence; development and implementation of Medicaid long term care benefits qualification strategy
CRS (Client Relationship Summary) - RIA
Click below to view Lorenz John Wessler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 28, 2006 - Present
JOHN WESSLER & ASSOCIATES
Office #1: 3501 W. Waco Dr., Waco, TX 76710RIA
CRD#: 140420
Waco, TX
Past
March 8, 2006 - April 25, 2006
KALOS MANAGEMENT
RIA
CRD#: 133025
WACO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/28/2006)
Current Firm
JW
JOHN WESSLER & ASSOCIATES
JOHN WESSLER & ASSOCIATES | TEXAS DENTAL PROGRAMS, INC. | LORENZ JOHN WESSLER
CRD#: 140420 / SEC#:
Texas
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Contact information
Main Address
3501 W. Waco Dr., Waco, TX 76710
Mailing Address
Phone number
(254) 717-2460
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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