Lauren Randazzo (CRD# 6428130) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 7 years of experience in the finance industry. Lauren Randazzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 6463221
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Swansea, IL | Jun 2023 - Current | < 1 |
| Archford Capital Strategies, LLC | Swansea, IL | Jun 2021 - Current | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2021 - Jun 2023 | 1 |
| Moneta Group Investment Advisors, LLC | St. Louis, MO | Oct 2020 - Jun 2021 | < 1 |
| Stifel Investment Services | St. Louis, MO | Jun 2016 - Oct 2020 | 4 |
| Wells Fargo | St. Louis, MO | Dec 2014 - Jun 2016 | 1 |
| Precoat Metals | St. Louis, MO | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- IL
-
Total Assets Under Management972MILLIONS
-
Total Number of Accounts3,478ACCOUNTS
-
Average Account Value$279,338
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, GA, IA, IL, IN, KS, MO, NE, TX
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 derived from SEC.gov data covering 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.
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.