Lauren Rosberg, financial advisor Deerfield IL

Lauren Rosberg

CRD Number: 5160379
Current Firm: Nadler Financial Group, Inc.

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.

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Professional Designations
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
Contact Info for Lauren A. Rosberg
Phone Number: 847-940-4040
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,360
    MILLIONS
  • Total Number of Accounts
    2,561
    ACCOUNTS
  • Average Account Value
    $531,227
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, IA, IL, IN, LA, MA, MD, MO, NH, NY, OH, PA, TX, WI

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