Lauren Elizabeth Werckenthien

Employer firm

Securestate CRD 309230

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2017 → 08/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2016 → Present
  Securestate
  Pendleton, IN
• 01/2015 → 03/2018
  Arcadis U.S., Inc.
  Indianapolis, IN
• 06/2018 → 08/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2020 → Present
  Private Client Services
  Pendleton, IN
• 08/2020 → Present
  Securestate Financial Services, Inc.
  Pendleton, IN

Previous Registrations

• 2018-06-22 → 2020-09-08
  Cambridge Investment Research Advisors, Inc.
  Pendleton, IN

Other Businesses

1)SecurEstate Financial Services, 100 South Main Street, Pendleton IN 46064. Vice President and Financial Advisor of the RIA established to provide Investment Advice, Asset/Investment Management and Financial Planning Services (Retirement Planning, Estate Planning). 120 hours/month, 120 during trading hours. 2) South Madison Community Foundation-Investment Committee Member. 233 S Main Street, Pendleton, IN 46064. Non-profit community foundation within Madison County, Indiana. Member of the investment committee. Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2018-06-21

Designations

• Certified Financial Planner

Other Names

• Lauren Werckenthien
• Lauren Elizabeth Werckenthien
• Lauren Wilson
• Lauren Elizabeth Wilson