Ted Lorenzen

Ted Lorenzen is a Partner at Cedar Brook Group in Cleveland, Ohio, where he specializes in investment advisory and comprehensive financial planning for individuals and organizations. As a ChFC® (Chartered Financial Consultant) and registered broker with Securities America since 2005, he manages client portfolios with a focus on retirement planning, wealth accumulation, and risk management across traditional asset classes such as equities, fixed income, and alternative investments. Lorenzen has also developed expertise in addressing financial issues facing educators and public employees, tailoring investment solutions to their unique needs.

Prior to joining Cedar Brook Group, Ted Lorenzen served as a Financial Planner at Cleveland Financial Group from 1993 to 2005, and as an Advisor at Prudential Financial from 1990 to 1993. Over his career, he has established a reputation for building long-term client relationships and delivering personalized investment strategies. His work includes supporting educators, retirees, and professionals in optimizing financial outcomes through targeted retirement and pension planning.

Ted holds the Chartered Financial Consultant (ChFC®) designation, underscoring his commitment to professional excellence and advanced financial planning expertise. He is recognized for his contributions to Cleveland’s financial advisory sector, and has been noted for his specialized advisory for educators—a sector that demands nuanced understanding of retirement systems and institutional benefits.