Lauren Serafini

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → 11/2019
  Commonwealth Financial Network
  Waltham, MA
• 05/2014 → 11/2019
  Serafini Financial Services
  Hagerstown, MD
• 05/2013 → 05/2017
  Liberty University
  Lynchburg, VA
• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 11/2019 → 11/2020
  The Financial Gym
  Washington, DC
• 11/2020 → 05/2021
  Merrill Lynch
  Hunt Valley, MD
• 05/2021 → 07/2023
  Berman Mcaleer
  Timonium, MD

Designations

• Certified Financial Planner

Other Names

• Lauren Elizabeth Serafini