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Britta Lynne Lefave

Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business

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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

12 years in the industry.

  1. Vanguard Advisers, Inc.Jun 2022 to now
  2. The Vanguard Group, Inc.Jun 2022 to now
  3. Vanguard Marketing CorporationJun 2022 to now
  4. Intrust BankMay 2021 to Jul 2021
  5. Raymond James Financial ServicesDec 2020 to Jan 2021
  6. Raymond James Financial ServicesJun 2020 to Jul 2020
  7. Kansas State UniversityAug 2019 to May 2022
  8. Seward County Community CollegeJan 2019 to Aug 2019
  9. Kansas State UniversityAug 2018 to Dec 2018
  10. Lakeview Christian CampMay 2018 to Jul 2018
  11. Hugoton High SchoolAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

Vanguard Advisers, Inc.

$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
7267061
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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