Bruce Lorenz, CFP<sup>&reg;</sup> - Financial Advisor

Bruce Lorenz, CFP®

MBA, FHFMA

Financial Advisor

Boldin Advisors

300 West Michigan St., #602
Duluth, MN 55802
(715) 218-8575 CONNECT WITH Bruce
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General

Bruce Lorenz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Boldin Advisors in Duluth, MN and the surrounding communities.

Financial Advisor Experience

Many years of experience in healthcare financial management. Bringing strong finance background and knowledge of Medicare and related areas to comprehensive financial planning for individuals, families and businesses.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - FHFMA - Fellow of Healthcare Financial Management Association

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Any questions or advice on your accounts and/or services must be directed to a licensed planner. Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Certain representatives of Midwest Professional Planners are also registered representatives of, and offer securities products involving commission or transaction based fees through APW Capital, Inc., 100 Enterprise Drive, Ste. 504, Rockaway, NJ 07866 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of APW Capital, Inc. Registration with the SEC or State Regulatory Authority does not imply a certain level of skill or expertise.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Medical & Health Issues

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