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Shawn M Lorenzen
shawnmlorenzen.ceterainvestors.com
Shawn M Lorenzen is an Investment Representative at Cetera Investors, a financial services firm.3 He is a high-energy, goal-oriented professional who specializes in helping people achieve their financial goals through successful holistic investing.24
Professional Background
Shawn Lorenzen has extensive experience in the financial services industry. Prior to his current role at Cetera Investors, he worked as a Senior Financial Services Representative at Foresters Financial. His career has been focused on providing financial guidance and investment services to clients.
Expertise and Approach
Shawn's approach to financial advising is characterized by:
- Holistic investing: He emphasizes a comprehensive strategy that takes into account various aspects of a client's financial situation.2
- Personalized service: Shawn takes the time to understand his clients' needs and concerns, crafting tailored strategies to pursue their financial goals and objectives.1
- Goal-oriented focus: His professional style is described as high-energy and goal-oriented, indicating a proactive approach to helping clients achieve their financial aspirations.24
Current Role and Location
As an Investment Representative at Cetera Investors, Shawn Lorenzen is based in Saint Cloud, Minnesota.5 However, he also appears to have a presence in Omaha, Nebraska, where he is associated with an office at 7571 Main Street.6
Contact Information
For those interested in his services, Shawn can be reached at:
- Phone: 1-800-966-9164 x206
- Email: shawn.lorenzen@ceterainvestors.com3
It's worth noting that Cetera Investors is a marketing name of Cetera Investment Services, which provides the securities and investment advisory services that Shawn offers to his clients.3