Lyndon B. Lorenz

BOLDIN ADVISORS

Duluth, MN

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CRD#: 6458312

Professional summary

Lyndon Bruce Lorenz, CFP®, who also goes by Bruce Lorenz, L. Bruce Lorenz, is a registered financial advisor currently at BOLDIN ADVISORS located in Duluth, Minnesota.

Lyndon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lyndon has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Lorenz | L. Bruce Lorenz

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.

1) SELF-EMPLOYED; NOT INVESTMENT RELATED; DULUTH, MN; TEACH PIANO LESSONS; TEACHER; START 3/2016; 3-4 HRS/MONTH DURING NON-TRADING HOURS. 2) SELF-EMPLOYED; DULUTH, MN; HELP ACQUAINTANCES PREPARE THEIR TAX RETURNS; CONSULTANT; START 03/2016; 1-2 HRS/MONTH DURING NON-TRADING HOURS. 3) WI CHAPTER OF HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION; NOT INVESTMENT RELATED; DULUTH, MN; MEMBERSHIP ORGANIZATION FOR HEALTHCARE FINANCE LEADERS; VOLUNTEER COMMITTEE MEMBER; START 12/1990; 1 HR/MONTH. 4) ARROWHEAD REGIONAL DEVELOPMENT COMMISSION; NOT INVESTMENT RELATED; DULUTH, MN; THE COMMISSION ASSISTS SENIORS WITH A VARIETY OF TOPICS; MEDICARE CONSULTANT FOR SENIORS; 1-2 HRS/MONTH. 5) FINANCIAL PLANNING ASSOCIATION OF MN; NOT INVESTMENT RELATED; MINNEAPOLIS, MN; EDUCATION AND NETWORKING FOR FINANCIAL PROFESSIONALS; VOLUNTEER COMMITTEE MEMBER AND PRO BONO FINANCIAL PLANNING; START 04/2018; 5 HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndon Bruce Lorenz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

December 10, 2021 - Present

BOLDIN ADVISORS

RIA

CRD#: 294881

Duluth, MN

Past

May 18, 2016 - July 30, 2021

MIDWEST PROFESSIONAL PLANNERS, LTD.

RIA

CRD#: 112995

Duluth, MN

Past

March 18, 2015 - May 10, 2016

JMR FINANCIAL GROUP

RIA

CRD#: 114149

DULUTH, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOLDIN ADVISORS

BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS

CRD#: 294881 / SEC#: 801-132987

RIA

Registered Investment Advisory firm - (6/12/2025 Approved)

Arizona

Registered Investment Advisory firm - (7/10/2025 Terminated)

California

Registered Investment Advisory firm - (8/9/2025 Terminated)

Colorado

Registered Investment Advisory firm - (7/10/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/10/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/10/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (7/10/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (7/10/2025 Terminated)

Minnesota

Registered Investment Advisory firm - (7/10/2025 Terminated)

Nebraska

Registered Investment Advisory firm - (7/10/2025 Terminated)

New York

Registered Investment Advisory firm - (7/10/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (7/16/2025 Terminated)

Ohio

Registered Investment Advisory firm - (7/10/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/11/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/10/2025 Terminated)

Vermont

Registered Investment Advisory firm - (7/10/2025 Terminated)

Virginia

Registered Investment Advisory firm - (7/12/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/10/2025 Terminated)

Wyoming

Registered Investment Advisory firm - (7/10/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(12/13/2023)

IAR

California
(8/31/2022)

IAR

Colorado
(12/21/2023)

IAR

Florida
(7/1/2024)

IAR

Illinois
(5/6/2024)

IAR

Louisiana
(3/28/2024)

IAR

Massachusetts
(6/7/2024)

IAR

Minnesota
(12/10/2021)

IAR

Nebraska
(12/18/2023)

IAR

New York
(12/8/2023)

IAR

North Carolina
(4/1/2025)

IAR

Ohio
(9/1/2022)

IAR

Pennsylvania
(1/11/2024)

IAR

Texas
(1/24/2022)

IAR

Vermont
(4/24/2024)

IAR

Virginia
(12/11/2023)

IAR

Washington
(7/10/2025)

IAR

Wisconsin
(12/26/2023)

IAR

Wyoming
(1/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/2015

Uniform Investment Adviser Law Examination

Current Firm

BOLDIN ADVISORS

BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS

CRD#: 294881 / SEC#: 801-132987

RIA

Registered Investment Advisory firm - (6/12/2025 Approved)

Arizona

Registered Investment Advisory firm - (7/10/2025 Terminated)

California

Registered Investment Advisory firm - (8/9/2025 Terminated)

Colorado

Registered Investment Advisory firm - (7/10/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/10/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/10/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (7/10/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (7/10/2025 Terminated)

Minnesota

Registered Investment Advisory firm - (7/10/2025 Terminated)

Nebraska

Registered Investment Advisory firm - (7/10/2025 Terminated)

New York

Registered Investment Advisory firm - (7/10/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (7/16/2025 Terminated)

Ohio

Registered Investment Advisory firm - (7/10/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/11/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/10/2025 Terminated)

Vermont

Registered Investment Advisory firm - (7/10/2025 Terminated)

Virginia

Registered Investment Advisory firm - (7/12/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/10/2025 Terminated)

Wyoming

Registered Investment Advisory firm - (7/10/2025 Termination Requested)

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Contact information

Main Address

1 Belvedere Place Suite 200, Mill Valley, CA 94941

Mailing Address

Phone number

(415) 462-5665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWRETIREMENT DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (9/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lyndon B. Lorenz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndon Bruce Lorenz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLDIN ADVISORS

MIDWEST PROFESSIONAL PLANNERS, LTD.

JMR FINANCIAL GROUP

Primary Firm SEC Registration

BOLDIN ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2015

Current Firm

BOLDIN ADVISORS

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BOLDIN ADVISORS

TRUST BUT VERIFY

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