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Lauren Mink

Terra Wealth

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About Lauren Mink

Lauren Mink is a registered investment advisor representative. Lauren is currently registered with Terra Wealth and is located in Crown Point, IN. Lauren has been in the industry since February 2018, and has worked for PFS Investments Inc. Lauren has obtained the Series 6, Series 63, Series 26, and SIE licenses and has passed the Uniform Investment Adviser Law Examination. Lauren also holds a Registered Representative license.

Firm Information

Lauren Mink is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lauren Mink’s Registration & Firm History

IN

04/28/2023 - Present

Terra Wealth (CROWN POINT IN)

IN

02/23/2018 - 10/11/2022

PFS INVESTMENTS INC. (MERRILLVILLE IN)

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Licenses & Designations

IA

Issued 04/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Mink.
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