Lauren KoschmederCRD Number: 6621308
Current Firm: Voya Financial Advisors, Inc.
Lauren Koschmeder (CRD# 6621308) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Twin Pines Financial||Minneapolis, MN||Feb 2018 - Current||3|
|Voya Financial Advisors, Inc.||Minneapolis, MN||Feb 2018 - Current||3|
|Blush & Whim||Minneapolis, MN||Jan 2018 - Current||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|
|Student||Madison, WI||Aug 2013 - Jan 2014||< 1|
|Northland Country Club||Duluth, MN||Jun 2013 - Aug 2013||< 1|
|Student||St Croix Falls, WI||May 2012 - Jun 2013||1|
|Marten's Jewelry||Saint Croix Falls, WI||Apr 2008 - May 2012||4|
|Holiday Gas Stations||Saint Croix Falls, WI||Jun 2010 - Apr 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management16,833MILLIONS
Total Number of Accounts74,829ACCOUNTS
Average Account Value$224,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.