Lauren Rosberg (CRD# 5160379) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 15 years of experience in the finance industry. Lauren Rosberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 4993109
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ausdal Financial Partners, Inc. | Davenpot, IA | May 2019 - Current | 3 |
| Nadler Financial Group | Deerfield, IL | May 2019 - Current | 3 |
| Highpoint Advisor Group, LLC | Downers Grove, IL | Apr 2018 - May 2019 | 1 |
| Sound Income Strategies, LLC | Libertyville, IL | Jan 2017 - Apr 2018 | 1 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Oct 2012 - Apr 2018 | 5 |
| Northshore Asset Management & Tax Advisory Group, Inc. | Libertyville, IL | Jan 2009 - Apr 2018 | 9 |
| American Investment Services | Palm Harbor, FL | Jun 2010 - Oct 2012 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- IL
-
Total Assets Under Management1,360MILLIONS
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Total Number of Accounts2,561ACCOUNTS
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Average Account Value$531,227
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, FL, IA, IL, IN, LA, MA, MD, MO, NH, NY, OH, PA, TX, WI
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