Lauren Rathsack
Investment adviser representative at Wealthspire Advisors
12 yearsExperience
1 stateRegistered in
$34.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthspire Advisors LLCJan 2025 to now
- Janney Montgomery ScottFeb 2024 to Jan 2025
- Infocus Financial AdvisorsJan 2023 to Aug 2023
- Academy FinancialMay 2022 to Aug 2022
- Salisbury University/perdue School of BusinessMay 2021 to Dec 2023
- HomegoodsNov 2020 to Dec 2020
- Salisbury UniversityAug 2020 to Dec 2023
- Rattlewood Golf CourseApr 2019 to Sep 2021
- Weis MarketsApr 2018 to Apr 2019
- Minor/student/unemployedJan 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
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
- 7528714
- Firm CRD
- 106181