Derrick Lee Lorenzen

Advisor at LPL Financial — Paris, IL

Updated today

Credentials

Series 66

Experience

11 years

Location

Paris, IL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Derrick Lorenzen is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including 12 years at Edward Jones prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Retirement income strategy General retirement planning General estate planning guidance

Occupation focus

Military & Veterans

Demographic focus

Newlywed/Engaged

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Paris, IL

Paris IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

11 years of industry experience

LPL Financial LLC

2026 - Present • 1 year

Paris, IL

Edward Jones

2014 - 2026 • 12 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at VirtuSense Technologies for five years and held positions at Eureka College for six years. He is a Series 66 license holder and is based in Paris, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)

Gregg W

CFP®, Series 63, Series 65

Paris, IL

Edward Jones

Gregg Whitkanack is a financial advisor with Edward Jones in Paris, Illinois, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 21 years with Edward Jones. Outside his advisory role, he is involved in managing real estate properties as a landlord. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive

Laurie H

Series 66

Clinton, IN

Edward Jones

Laurie Harbison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Laurie is based in Clinton, Indiana. Outside of her advisory role, her family is involved with a farm business in Rockville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar

Douglas H

Series 63, Series 65

Paris, IL

LPL Financial

Douglas Hasler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2012 and is also involved with Longview Bank & Trust, Marks Group Wealth Management, and a private family foundation. Hasler serves as president of the Joe & Nila White Hasler Foundation and is a commissioner on the City of Paris, Illinois city council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)

Chance J

Series 66

Clinton, IN

Edward Jones

Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General retirement planning Founder/Business Owner Mid-Career Professionals
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