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Lauren Richelle Strobel

Retire Sensibly LLC

Meridian, ID

CRD 7843642

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Employer firm

Retire Sensibly LLC CRD 292828

$58.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Retire Sensibly Llc

135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-01-22
  • ID RA
    APPROVED
    Since 2024-01-22

Branch Locations

135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642 • 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
Horrocks Engineers Meridian ID 05/2018 12/2023
Shannon & Wilson Inc Seattle WA 11/2017 04/2018
Landau Associates Inc Edmonds WA 01/2014 11/2017
Retire Sensibly Llc Meridian ID 12/2023 Present
  • 05/2018 → 12/2023
    Horrocks Engineers
    Meridian, ID
  • 11/2017 → 04/2018
    Shannon & Wilson Inc
    Seattle, WA
  • 01/2014 → 11/2017
    Landau Associates Inc
    Edmonds, WA
  • 12/2023 → Present
    Retire Sensibly Llc
    Meridian, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
Other Names
  • Lauren Richelle Evans

View on SEC IAPD

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