Lauren Dixon Mishra

Employer firm

Elion Financial, LLC CRD 334200

$47.8M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PLANNING, TAX ADVISORY SERVICES, AND TAX RETURN PREPARATION

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

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

Current Employers

Employment History

• 09/2015 → 01/2018
  Unemployed (Cfp Study)
  Tucson, AZ
• 01/2018 → 12/2018
  Tci Wealth Advisors
  Tucson, AZ
• 01/2019 → 10/2020
  Evidence Based Financial Planning, Llc
  Tucson, AZ
• 10/2020 → 12/2024
  Cambridge Financial Group, Llc
  Tucson, AZ
• 11/2024 → Present
  Elion Financial Llc
  Tucson, AZ

Previous Registrations

• 2020-10-27 → 2025-01-07
  Cambridge Financial Group, Llc
  Tucson, AZ
• 2020-04-28 → 2021-12-02
  Evidence Based Financial Planning
  Tucson, AZ

Other Businesses

Lauren Mishra is a seasonal independent contractor engaged in providing general tax advisory and educational support to Intuit during tax season for 20 hours/week, February through April 15th. Services do not include tax return preparation for advisory clients and are not provided through the advisory firm.

Designations

• Certified Financial Planner

Other Names

• Lauren Dixon Mishra