Stephanie Lauritsen, financial advisor West Fargo ND

Stephanie Lauritsen

CRD Number: 5138879
Current Firm: Geneos Wealth Management, Inc.

Stephanie Lauritsen (CRD# 5138879) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in West Fargo, ND and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Planners West Fargo, ND Jun 2019 - Current 4
Geneos Wealth Management West Fargo, ND Apr 2006 - Current 17
Lauritsen Financial West Fargo, ND Apr 2006 - Jun 2019 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Stephanie S. Lauritsen
Phone Number: 303-785-8470
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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