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Lauren Ashley Friedlander

Spectrum Financial Management

San Rafael, CA

CRD 7175783

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Employer firm

Spectrum Financial Management CRD 127746

$278M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Spectrum Financial Management

899 Northgate Drive Suite 305, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-11
  • CA RA
    APPROVED
    Since 2025-02-11

Branch Locations

899 Northgate Drive Suite 305, San Rafael, CA 94903 • 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
Spectrum Financial Management San Rafael CA 05/2021 Present
Rbc Wealth Management Madison WI 09/2019 05/2021
University Of Wisconsin-Madison Madison WI 09/2019 05/2021
Nakoma Golf Club Madison WI 06/2019 09/2019
University Of Wisconsin Foundation Madison WI 02/2019 05/2019
Spectrum Financial Management San Rafael CA 12/2018 01/2019
Spectrum Financial Management San Rafael CA 06/2018 08/2018
University Of Wisconsin-Madison Madison WI 09/2017 05/2021
Casa Grande High School Petaluma CA 01/2015 06/2017
  • 05/2021 → Present
    Spectrum Financial Management
    San Rafael, CA
  • 09/2019 → 05/2021
    Rbc Wealth Management
    Madison, WI
  • 09/2019 → 05/2021
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2019 → 09/2019
    Nakoma Golf Club
    Madison, WI
  • 02/2019 → 05/2019
    University Of Wisconsin Foundation
    Madison, WI
  • 12/2018 → 01/2019
    Spectrum Financial Management
    San Rafael, CA
  • 06/2018 → 08/2018
    Spectrum Financial Management
    San Rafael, CA
  • 09/2017 → 05/2021
    University Of Wisconsin-Madison
    Madison, WI
  • 01/2015 → 06/2017
    Casa Grande High School
    Petaluma, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA

More in San Rafael, CA

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