Steven D. Lorenz, CLU®, ChFC®
LPL Financial Advisor - Lakeville
A member of the Discovery Financial team since 2000, Steve has more than 35 years of experience in the financial services industry. He combines his experience with his industry knowledge to help clients with their financial concerns. As a Chartered Financial Consultant® and Chartered Life Underwriter®, he is committed to continuous learning and providing his clients with some of the highest standards of knowledge and care.
Steve is active in his profession and his community of Lakeville, having served as past president and board member of the St. Paul Society of Financial Professionals. Currently, Steve is a member of the Lakeville Chamber of Commerce and serves on the Business and Education Committee. He graduated from Golden Gate University with a degree in Business Management and holds his FINRA Series 6, 7, and 63 securities registrations through LPL Financial , as well as his life and health insurance licenses. He and his wife, Julie, have four children and reside in Apple Valley and he works out of our Lakeville, Minnesota office.