Lauren
Rahmeier
Avantax Advisory Services
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About this Advisor
Lauren Rahmeier is a financial advisor working out of Rocky Hill, Connecticut with a total of 2 years of relevant experience. Rahmeier is an employee of Avantax Advisory Services. The advisor has gained experience at Edward Jones, The Walt Disney Company, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services and Michael S. Urso, Cpa/Pfs, CFP® Financial Advisor. Rahmeier holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Connecticut and Massachusetts. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It manages $31 billion in total assets among its 123,393 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. Avantax Advisory Services offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lauren Rahmeier Work History
Lauren has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Michael S. Urso, Cpa/Pfs, CFP® Financial Advisor
Edward Jones
The Walt Disney Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Rahmeier 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 Avantax Advisory Services
Fullerton, CA
Lawton, OK
Irving, TX
Irving, TX
Coppell, TX
Spring Hill, TN
Gadsden, AL
Lansdale, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
