Lauren Michelle Dalton

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2015 → 03/2025
  Sanctuary Wealth Management
  Pocatello, ID
• 08/2017 → 09/2019
  Kalos Capital
  Alpharetta, GA
• 03/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 11/2017 → 04/2019
  H&R Block
  Pocatello, ID

Previous Registrations

• 2017-08-31 → 2025-03-14
  Sanctuary Wealth Management, Llc
  Pocatello, ID

Exams

• S66 Uniform Combined State Law Examination
  2017-08-31

Other Names

• Lauren Michelle Schaffer