Unclaimed Profile

Paul Christian Lorentzen

LINDNER CAPITAL ADVISORS, INC.·MARIETTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65CFPClean record23 years registeredLINDNER CAPITAL ADVISORS, INC.

600 VILLAGE TRACE, MARIETTA, GA 30067CRD# 2387224Firm CRD# 108584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Christian Lorentzen · MARIETTA, GA

Registration

CRD #2387224 · LINDNER CAPITAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

B. RILEY WEALTH ADVISORS, INC.

Nov 2020 – present

NATIONAL ASSET MANAGEMENT, INC.

Sep 2016 – Mar 2017

Port Jefferson Station, NY

LINDNER CAPITAL ADVISORS, INC.

May 2003 – Nov 2020

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · May 19, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINDNER CAPITAL ADVISORS, INC.

CRD 108584 · SEC 801-54866

AUM

$147M

Regulatory assets under management

Employees

590 client accounts

Services offered by LINDNER CAPITAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at LINDNER CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Christian Lorentzen offer?

Paul Christian Lorentzen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARIETTA, Georgia for a consultation.

What are Paul Christian Lorentzen's credentials?

Paul Christian Lorentzen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Christian Lorentzen located?

Paul Christian Lorentzen is based in MARIETTA, Georgia, working with LINDNER CAPITAL ADVISORS, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Paul Christian Lorentzen charge for services?

Paul Christian Lorentzen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINDNER CAPITAL ADVISORS, INC.?

LINDNER CAPITAL ADVISORS, INC. has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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