Lauren Vieth (CRD# 6382648) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village, CO | Jul 2021 - Current | 1 |
| Kestra Financial, Inc. | Madison, WI | Feb 2018 - Jun 2021 | 3 |
| Kelly Financial, Inc. | Madison, WI | Jul 2014 - Jun 2021 | 6 |
| Valmark Securities, Inc. | Madison, WI | Apr 2015 - Feb 2018 | 2 |
| Unemployed | Stoughton, WI | Jul 2013 - Jul 2014 | 1 |
| Wisconsin Early Autism Project, Inc. | Madison, WI | Aug 2009 - Jul 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WI
-
Total Assets Under Management116,213MILLIONS
-
Total Number of Accounts236,022ACCOUNTS
-
Average Account Value$492,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.