Lauren Rahmeier

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2017 → 04/2021
  Edward Jones
  St Louis, MO
• 01/2011 → 10/2017
  The Walt Disney Company
  Orlando, FL
• 04/2021 → 09/2025
  Avantax Investment Services, Inc.
  Rocky Hill, CT
• 04/2021 → 09/2025
  Avantax Insurance Agency, Llc.
  Rocky Hill, CT
• 04/2021 → 09/2025
  Avantax Advisory Services
  Rocky Hill, CT
• 04/2021 → Present
  Michael S. Urso, Cpa/Pfs, Cfp Financial Advisor
  Hollisont, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rocky Hill, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-04-15 → 2025-09-05
  Avantax Advisory Services
  Rocky Hill, CT
  Holliston, MA
• 2018-01-17 → 2021-04-16
  Edward Jones
  Hopkinton, MA
  St Louis, MO
  Marlborough, MA
  Northborough, MA
  Southborough, MA

Other Businesses

1)Michael S. Urso, CPA/PFS, CFP Financial Advisor; Financial Advisor; This entity is used to market this business. My duties include financial planning and investing for clients.; NIR; 126; 04/16/2021; 35 Cold Spring Road Rocky Hill CT 06067; Investing for retirement, education, estate planning, and general financial interest. 2)Urso & Rahmeier Tax and Financial Planning; Financial Advisor; This is the business name that will be used to market Avantax services / investments for our financial planning firm.; IR; 130; 04/19/2021; 35 Cold Spring Road Rocky Hill CT 06067; Our business name will be used to market our services with Avantax on our business card, letterhead, envelopes, and collateral.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-21

Other Names

• Lauren Mariel Urso
• Lauren M Urso
• Lauren Mariel Rahmeier