Lauren Stansell

Employer firm

Yeske Buie Inc. CRD 143234

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2013 → Present
  Yeske Buie Inc.
  San Francisco, CA

Other Businesses

1) Financial Planning Association (FPA), No, 9630 Bruceville Road, #106-149, Elk Grove, CA. 95757, Primary membership organization for financial planning practitioners, Board Member, 01/01/2021, Appx 10 hrs/Mnth, Leads board meetings, communicates with strategic partners, facilitates completion of outside deadlines, attends other committee meetings as needed and requested

Designations

• Certified Financial Planner

Other Names

• Lauren Grove
• Lauren Stansell