Julie A. Lorenz, Lifetime Planning Financial Advisor
jlorenz@ellenbecker.com

Julie joined Ellenbecker Investment Group in January 2006. Julie’s experience in the Financial Services field began in 1983 as a life insurance agent. She enjoyed selling insurance but always had that sense that she could do more for her clients. Thus began her search for more. She landed her first job in a brokerage field as a wire operator. She was determined to reach her goal and continually pushed to achieve it. Eventually Julie found herself working at Dain Bosworth, Inc. where she met and formed a friendship with Karen Ellenbecker. Julie earned the title Vice President of Operations at Dain Bosworth. This was the first time anyone had ever been granted that title in a branch office. In 1994 with her Series 7 and Series 63 registrations along with Accident & Health and Life Insurance licenses she decided to accept a position as an Investment Executive at Dain Bosworth. She was the #1 broker in her class for two years running and successfully managed money for her clients.

In September 1997 Julie left the investment industry to raise her daughter Emma. With her daughter in school fulltime, Julie decided to reenter the investment professional world.

Julie has worked hard to relicense and reenter the financial industry to once again guide and partner with her clients to obtain their financial goals and success. Julie is a Registered Representative with SII Investments, Inc., holding Securities Registration Series 7 and Series 66 (Uniform Combined State Law Exam; Securities Agent and Investment Advisor). There are two Julie’s in the office, please ask for Julie Lorenz if you want to reach her.

Julie currently lives in New Berlin with her daughter Emma. During her spare time Julie enjoys spending time with Emma, shopping, going to movies, dinner and traveling. When not with her daughter she likes to spend time socializing with adults and relaxing.