Lauren Michele Fakonas
Investment adviser representative at Rise North Capital Investment Advisors
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$50.6MFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Rise North Capital Investment AdvisorsJul 2026 to now
- Rise North Capital, LLCJun 2026 to now
- Rnc Ria LLC dba Rise North Capital Investment AdvisorsJun 2026 to now
- Massmutual Life Insurance CoOct 2024 to Jun 2026
- MML Investors Services LLCOct 2024 to Jun 2026
- Northwestern Mutual Investment Services LLCJan 2022 to Oct 2024
- Northwestern Mutual Life Insurance CompanyDec 2021 to Oct 2024
- UnemployedApr 2015 to Oct 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Rise North Capital Investment Advisors
Legal name: Rnc Ria LLC
$50.6MAssets managed
408Clients
11Advisers
Under 1 yearIn 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
- 7458673
- Firm CRD
- 336740