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Loren Rex Location
Battle Creek, MI, US
Loren Rex Work
Emeritus @ (August 2021 - Present)
President @ (October 2009 - Present)
Financial Advisor @ The Planning Group (October 2005 - October 2009)
Second Vice President, Investments @ (April 2001 - October 2005)
Associate Project Engineer @ Kellogg Company (January 1987 - January 2000)
Loren Rex Education
Central Michigan University
MA (Management & Supervision)
1979-1982
Kettering University
BIE (Industrial Engineering)
1974-1979
Loren Rex Skills
Annuities
Asset Allocation
Asset Management
Estate Planning
Finance
Financial Planning
Insurance
Investments
Long Term Care
Mutual Funds
Portfolio Management
Retirement Planning
Series 7
Strategic Financial Planning
Wealth Management
Loren Rex Summary
Loren Rex, based in Battle Creek, MI, US, is currently a Emeritus at Generations Financial Planning & Wealth Management. Loren Rex brings experience from previous roles at Generations Financial Planning & Wealth Management, The Planning Group, Smith Barney and Kellogg Company. Loren Rex holds a 1979 - 1982 MA in Management & Supervision @ Central Michigan University. With a robust skill set that includes Annuities, Asset Allocation, Asset Management, Estate Planning, Finance and more. Loren Rex has 1 emails on RocketReach.
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