Lauren Marisa Takushi
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$252.3BFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2026 to now
- LPL Enterprise, LLCNov 2024 to Apr 2026
- Pruco Securities, LLC.Jul 2018 to Nov 2024
- Starcomm WirelessFeb 2018 to Jun 2018
- Rokkaku HamakatsuDec 2017 to Jun 2018
- AlcAug 2017 to Dec 2017
- CtsJul 2017 to Jan 2018
- Isaac EducationJun 2017 to Jan 2018
- Cubes English Language CafeJun 2016 to Dec 2017
- Osaka English VillageMay 2016 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6985427
- Firm CRD
- 11025