Lauren Gail Gretchen
Investment adviser representative at Invested Advisors
15 yearsExperience
1 stateRegistered in
$268.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Invested AdvisorsOct 2025 to now
- Swayze LLCOct 2017 to now
- Abundance Wealth CounselorsSep 2019 to Jan 2025
- Planning Solutions Group, LLCMar 2011 to Jul 2019
- Triad AdvisorsMar 2011 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
Invested Advisors
Legal name: Kristen E. Coombs LLC
$268.3MAssets managed
283Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2690894
- Firm CRD
- 311243