Lauren Matthiessen
Investment adviser representative at Leclair Wealth Partners
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$363MFirm 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.
- Leclair Wealth PartnersNov 2024 to now
- Raymond James & Associates, Inc.Oct 2019 to Nov 2024
- UBS Financial Services IncSep 2011 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Leclair Wealth Partners
Legal name: Leclair Wealth Partners LLC
$363MAssets managed
152Clients
4Advisers
2 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
- 5762656
- Firm CRD
- 332827