Lauren Serafini
Investment adviser representative at Creative Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Creative Planning, LLCJul 2023 to now
- Berman McaleerMay 2021 to Jul 2023
- Merrill LynchNov 2020 to May 2021
- The Financial GymNov 2019 to Nov 2020
- Commonwealth Financial NetworkMay 2014 to Nov 2019
- Serafini Financial ServicesMay 2014 to Nov 2019
- Liberty UniversityMay 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 6341636
- Firm CRD
- 105348