Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Lauren Renken, financial advisor San Francisco CA
93 score

Lauren Renken

CRD Number: 1295234
Current Firm: Union Square Investment Co

Lauren Renken (CRD# 1295234) is an Investment Advisor Representative working at Union Square Investment Co in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Union Square Investment Co San Francisco, CA Jul 2010 - Current 6
Lauren Renken. Cpa Healdsburg, CA Feb 2010 - Jul 2010 < 1
Jackson Enterprises Santa Rosa, CA Jun 2006 - Feb 2010 3
Eucalyptus Associates San Francisco, CA Jun 2000 - May 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Lauren J. Renken
Phone Number: 415-392-9228
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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