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William L
Series 63, Series 65
Appleton, WI
Cetera
William Lohrenz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lohrenz also owns Lohrenz Financial LLC and is involved in insurance sales, including fixed life, health, and annuities, through several business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.
Larry P
Series 63, Series 65
Appleton, WI
Cetera
Larry Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and is also involved in web design and development through Aple Consulting Inc., a business he has managed since 1997. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party managers through a large nationwide network of advisors.
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