Lauren Michael Davis

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → 08/2023
  Edwarsd Jones
  St Louis, MO
• 08/2023 → Present
  Kestra Investment Services Llc
  Austin, TX
• 08/2023 → Present
  Kestra Private Wealth Services Llc
  Austin, TX

Previous Registrations

• 2007-02-08 → 2023-09-05
  Edward Jones
  Austin, TX
  Austin, TX

Other Businesses

BN: SUMMITEER FINANCIAL POSITION: Financial Consultant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/30/2023 ADDRESS: 901 S Mopac, Building 2, Suite 195, Austin TX 78746 DESCRIPTION: Run the office and assist clients with financial planning and all related activities BN: HEMO MUAH, LLC POSITION: Member NATURE: LLC for tax purposes for my DBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 08/30/2023 ADDRESS: 901 S. Mopac Expy, Building 2, Suite 195, Austin TX 78746 DESCRIPTION: Manage the LLC that owns the DBA

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2002-01-31

Designations

• Certified Financial Planner

Other Names

• L. Michael Davis
• Mike Davis
• Lauren Michael Davis