Lauren Elizabeth Way
Investment adviser representative at Elwood & Goetz
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
14 years in the industry.
- Elwood & GoetzJun 2022 to now
- Elwood & Goetz Wealth AdvisoryMar 2022 to now
- Elwood & Goetz Wealth Advisory Group, LLCMar 2022 to now
- Fidelity InvestmentJul 2020 to Mar 2022
- Vision Financial GroupDec 2016 to Jul 2020
- StudentJan 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, SC).
Elwood & Goetz
Legal name: Elwood & Goetz Wealth Advisory Group, LLC
$1.1BAssets managed
686Clients
20Advisers
9 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
- 6738143
- Firm CRD
- 154839