Lauren Michelle Klaiber
Investment adviser representative at Bragg Financial Advisors Inc
18 yearsExperience
1 stateRegistered in
CFADesignation
$4.7BFirm 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
18 years in the industry.
- Bragg Financial Advisors, Inc.Aug 2024 to now
- N/aJun 2024 to Aug 2024
- Wells Fargo Investment Institute, IncNov 2021 to Jun 2024
- Wells Fargo & Co.May 2008 to Nov 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Bragg Financial Advisors Inc
$4.7BAssets managed
1,613Clients
15Advisers
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
- 7464477
- Firm CRD
- 108780