Siegfreid
Lauren

Advisory Services Network

CRD#5535325
Investment Advisor
in Lexington, KY

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About this Advisor

Siegfreid Lauren is a financial advisor based in Lexington, Kentucky, working with Advisory Services Network. Siegfreid has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Fidelity, Acuity Wealth Management Advisors, and Advisory Services Network, LLC. Siegfreid has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Siegfreid is part of Advisory Services Network, which operates out of Lexington, Kentucky. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and 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 selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

444 East Main Street Suite 202
Lexington, KY 40507

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

KY Average: $3,570,121,308
Total Number of Employees

215

KY Average: 58
Total Number of Accounts

24,286

KY Average: 1,608
Average Account Size

$280,767

KY Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Siegfreid Lauren Work History

2023 - Present (2 years)

Advisory Services Network, LLC

2022 - 2023 (1 year)

Acuity Wealth Management Advisors

2021 - 2021 (< 1 year)

Fidelity

2016 - 2021 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2021 (5 years)

Tiaa

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2014 - 2016 (2 years)

Wells Fargo Bank, Na

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Disclosures

Please visit the SEC profile of Siegfreid Lauren 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 Advisory Services Network

Alexander Engen
Aurora, CO
Steffen Beck
Atlanta, GA
Michael Giordano
Greenville, SC
Karli Allen
Atlanta, GA
Nicole Horsch
Atlanta, GA
Matthew Dowell
Tampa, FL
Inderjit Samra
Atlanta, GA
Michael Markowitz
Glenview, IL

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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