Keith Roy Lorenz

Advisor at Edward Jones — Perryville, MO Edgemont Blvd

Updated today

Credentials

Series 63, Series 66

Experience

35 years

Location

Perryville, MO 63775

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Keith Lorenz is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Perryville, MO Edgemont Blvd

1516 Edgemont Blvd Suite 150

Perryville MO 63775

Advisors at this office

1

Most active in

Missouri · Texas

Work history

35 years of industry experience

Edward Jones

2003 - Present • 23 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

Kendra T

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Kendra Troncale is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held her current roles at Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2002. She holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
user avatar

Kole J

Series 66

Friedheim, MO

LPL Enterprise

Kole Jenks is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was employed at College of the Ozarks and The Keeter Center from 2022 to 2025 and worked at Millgoal Enterprises from 2018 to 2022. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Tax-loss harvesting
user avatar

Shane G

Series 66

Perryville, MO

Thrivent Investment Management

Shane Galeski is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Proctor & Gamble and Toyoda Gosei. Outside of his advisory role, he serves as a firefighter with the Perryville Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
user avatar

Annette C

Series 63, Series 66

Perryville, MO

Edward Jones

Annette Coke Staggs is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Christopher M

Series 66, Series 63

Perryville, MO

Edward Jones

Christopher Mudd is a financial advisor with Edward Jones in Perryville, MO, holding Series 66 and Series 63 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a member of the Perryville Development Corp., a nonprofit organization focused on providing real estate for economic development in the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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