Lauren Strobel, financial advisor Meridian ID

Lauren Strobel

CRD Number: 7843642
Current Firm: Retire Sensibly LLC

Lauren Strobel (CRD# 7843642) is an Investment Advisor Representative working at Retire Sensibly LLC in Meridian, ID and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Retire Sensibly LLC Meridian, ID Dec 2023 - Current < 1
Horrocks Engineers Meridian, ID May 2018 - Dec 2023 5
Shannon & Wilson Inc. Seattle, WA Nov 2017 - Apr 2018 < 1
Landau Associates Inc. Edmonds, WA Jan 2014 - Nov 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Lauren R. Strobel
Phone Number: 2087953446
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $94,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

ID

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