Lauren
Trumbull
Krane Financial Solutions
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About this Advisor
Lauren Trumbull is a financial advisor based in Calabasas, California, working with Krane Financial Solutions. Lauren has previously held positions at Hood River Dental, Red Bull North America, Uttec - University Of Utah, Howa, Curtis Dmd, Krane Financial Solutions, and Hood River Valley High School. Lauren has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lauren is part of Krane Financial Solutions, which operates out of Calabasas, California. The firm has 3 employees and manages assets totaling $220.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Krane Financial Solutions includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Krane Financial Solutions Brokerage Details
$220,604,779
3
517
$426,702
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Lauren Trumbull Work History
Krane Financial Solutions
Uttec - University Of Utah
Howa, Curtis Dmd
Red Bull North America
Hood River Dental
Hood River Valley High School
Disclosures
Please visit the SEC profile of Lauren Trumbull to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Krane Financial Solutions
Calabasas, CA
Calabasas, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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