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Lauren Jacqueline Bauer

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-06-10
  • KS RA
    APPROVED
    Since 2019-06-10

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Triad Financial Advisors, Inc. Greensboro NC 06/2015 06/2019
Creative Planning Overland Park KS 06/2019 Present
  • 06/2015 → 06/2019
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 06/2019 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
  • 2017-01-03 → 2019-06-07
    Triad Financial Advisors, Inc.
    Greensboro, NC
Designations
Other Names
  • Lauren Bolinger

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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