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Loren founded Generations Financial Planning & Wealth Management in October 2009. He became a Financial Advisor in 2001. Loren is now a registered admin and writes the weekly newsletter.
Loren has a Bachelor of Industrial Engineering degree from General Motors Institute (1979) and a Master of Arts in Management and Supervision from Central Michigan University (1982). Loren has Series 7 and 63 registrations.
Prior to Generations Financial Planning & Wealth Management, Loren was at The Planning Group for four years. Before that Loren worked was at Smith Barney, ultimately as 2nd Vice President, Investments. Prior to Smith Barney, Loren worked at the Kellogg Company for thirteen years with his last position as an Associate Project Engineer. Prior to that, Loren was a Senior Industrial Engineer at General Motors.
Loren and his wife Carolyn reside in Battle Creek. Loren has two children and four step children and five grandchildren. Loren volunteers in several ways at First Presbyterian Church.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
* Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
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