Lauren Melin Moone

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2015 → 03/2023
  Mirador Capital Partners, Lp
  Pleasanton, CA
• 03/2023 → Present
  Farther Finance Advisors
  San Francisco, CA

Previous Registrations

• 2015-07-29 → 2023-03-20
  Mirador Capital Partners
  Pleasanton, CA
  Pleasanton, CA
• 2009-12-22 → 2013-06-04
  Bmo Family Office, Llc
  Chicago, IL
• 2008-12-09 → 2009-10-06
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Lauren Elizabeth Melin