Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Goettsche is a financial advisor with Independent Financial Group, LLC, a firm with over $1 billion - $10 billion in assets under management. Lauren has been in the industry since 2013 and has experience working with individuals, families, and businesses. Lauren holds the Series 7, 99, and SIE licenses as well as the Series 24 principal license. Lauren's focus is on financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
05/01/2019 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/26/2016 - 10/16/2018
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
05/26/2016 - 10/16/2018
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
IA
07/09/2015 - 10/16/2018
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
03/15/2013 - 10/16/2018
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
03/14/2013 - 10/16/2018
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
03/14/2013 - 10/16/2018
CETERA ADVISORS LLC (W DES MOINES IA)
IA
07/09/2015 - 11/02/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/09/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
MN
03/15/2013 - 05/03/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
BC
Issued 11/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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