Best Investors Account Sign in
Inactive

Lindsey Rae Feyereisen

Laureate Wealth Management, LLC

Glen Ellyn, IL

CRD 6652829

Claim This Profile
Employer firm

Laureate Wealth Management, LLC CRD 172519

$122M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Laureate Wealth Management, Llc

460 N. Main Street Suite 304, Glen Ellyn, IL 60137 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-06-07
  • IL RA
    APPROVED
    Since 2016-06-07

Branch Locations

460 N. Main Street Suite 304, Glen Ellyn, IL 60137 • 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
Laureate Wealth Management, Llc Glen Ellyn IL 09/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-09
  • S65 Uniform Investment Adviser Law Examination
    2016-05-09
Designations
  • Certified Financial Planner
Other Names
  • Lindsey Rae Springstroh

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Glen Ellyn, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor