Heike Franziska Christine Lautenschlaeger

Employer firm

Chicory Wealth CRD 290887

$840M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Chicory Wealth

Decatur, GA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-04-23

WA RA
APPROVED

Since 2024-04-23

Branch Locations

Decatur, GA • United States

Seattle, WA • 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

Organization	City	State	From	To
Chicory Wealth	Decatur	GA	11/2023	Present
International Labour Organization	Geneva		10/2016	11/2023
International Labour Organization	Bangkok		04/2012	09/2016

11/2023 → Present

Chicory Wealth

Decatur, GA
10/2016 → 11/2023

International Labour Organization

Geneva
04/2012 → 09/2016

International Labour Organization

Bangkok

Other Businesses

Savvy Ladies Inc; 39 Broadway, Suite 1730, New York, NY 10006; financial education; volunteer; March 2024; 2 hours per month; free financial education for women.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-19

S65 Uniform Investment Adviser Law Examination

2024-04-19

Designations

Certified Financial Planner

Other Names

Heike Franziska Christine Lautenschlager
Heike F Lautenschlaeger

View on SEC IAPD