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Lauren Marie Vanveelen

Axxcess Wealth Management, LLC

Carlsbad, CA

Goleta, CA

Santa Barbara, CA

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Current Employers
Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-11-14
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-11-14

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Goleta, CA • United States

1203 De La Vina Street, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manchester Capital Management Montecito CA 10/2007 09/2016
Daniel Investment Associates, Llc Santa Barbara CA 09/2016 04/2020
Axxcess Wealth Management, Llc Santa Barbara CA 04/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-20
  • S65 Uniform Investment Adviser Law Examination
    2010-09-20
Other Names
  • Lauren Marie Crisenberry

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
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CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
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