Lauren Kathryn Traulsen

Employer firm

Evolution Wealth Management Inc. CRD 307644

$172M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2019 → Present
  Evolution Retirement Services
  Fort Myers, FL
• 07/2026 → Present
  Evolution Wealth Management
  Fort Myers, FL
• 02/2019 → 07/2024
  Potts Sports Cafe
  Fort Myers, FL
• 06/2017 → 02/2019
  Lansdowne Street Bar & Grill
  Bonita Springs, FL
• 11/2013 → 06/2017
  Jacks Seafood Bar & Grill
  Naples, FL

Other Businesses

Name of the other business: Evolution Retirement Services. Investment-related - Yes. Address: 12487 Brantley Commons Ct., Fort Myers, FL 33907. Nature of the other business: Insurance Sales. Position, title, or relationship with the other business: Insurance Agent. Start date of your relationship: September, 2025 (obtained insurance license). Approximate number of hours/month devoted to the other business: 10. Number of hours devoted to the other business during securities trading hours: 10. Duties relating to the other business: Annuity and Life insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01