Lyndon Bruce Lorenz
Investment Adviser Representative at Boldin Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lyndon Bruce Lorenz is an investment adviser representative with Boldin Advisors in Duluth, MN, where they have been registered since 2021. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Midwest Professional Planners, Ltd. and Jablonski-madill, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota and Texas.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Midwest Professional Planners, Ltd.May 2016 – Jul 2021Duluth, MN
- Midwest Professional Planners, Ltd.Jan 2019 – Jul 2021Duluth, MN
- DoorDashMay 2019 – Jan 2020Duluth, MN
- NewRetirement Advisors, LLCAug 2021 – no end date reportedDuluth, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Boldin Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mill Valley, CA
- SEC file number:
- 801-132987
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lyndon Bruce Lorenz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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