Lauren Koschmeder (CRD# 6621308) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tacoma, WA and has over 5 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twin Pines Financial | Minneapolis, MN | Feb 2018 - Current | 6 |
| Voya Financial Advisors, Inc. | Minneapolis, MN | Feb 2018 - Current | 6 |
| Blush & Whim | Minneapolis, MN | Jan 2018 - Nov 2021 | 3 |
| Unemployed | St Croix Falls, WI | Aug 2017 - Jan 2018 | < 1 |
| The University Club - Madison | Madison, WI | Jan 2014 - Aug 2017 | 3 |
| Akamai Investment Advisors | Madison, WI | Mar 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- MN
- TX
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Total Assets Under Management2,685MILLIONS
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Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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
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