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Lauren Ann Brown

Investment adviser representative at Fiat Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$517.4MFirm assets

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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
  • Pension consulting

Experience

15 years in the industry.

  1. Fiat Wealth ManagementSep 2023 to now
  2. 360 FinancialJul 2021 to Aug 2023
  3. LPL Financial, LLCJul 2021 to Jul 2021
  4. Concourse Financial (fka Proequities, Inc.)Apr 2016 to Jul 2021
  5. (dba) Innovate Financial IncMay 2011 to Jul 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (MN).

Fiat Wealth Management

Legal name: Fiat Wealth Management LLC

$517.4MAssets managed
647Clients
16Advisers
4 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
5536630
Firm CRD
318201
Advisor's SEC record (opens in a new tab)
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