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Lauren Ashley Friedlander

Investment adviser representative at Spectrum Financial Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$278.1MFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Spectrum Financial ManagementMay 2021 to now
  2. RBC Wealth ManagementSep 2019 to May 2021
  3. Nakoma Golf ClubJun 2019 to Sep 2019
  4. University of Wisconsin FoundationFeb 2019 to May 2019
  5. Spectrum Financial ManagementDec 2018 to Jan 2019
  6. Spectrum Financial ManagementJun 2018 to Aug 2018
  7. University of Wisconsin-madisonSep 2017 to May 2021
  8. Casa Grande High SchoolJan 2015 to Jun 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Spectrum Financial Management

Legal name: Friedlander, Brenda S

$278.1MAssets managed
150Clients
2Advisers
23 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
7175783
Firm CRD
127746
Advisor's SEC record (opens in a new tab)
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