Lauren Elizabeth Breitfeller
Investment adviser representative at The Breit Group
10 yearsExperience
3 statesRegistered in
$131.6MFirm assets
1 yearFirm 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
- Pension consulting
Experience
10 years in the industry.
- The Breit GroupMay 2025 to now
- Pharmacy InnovationsApr 2015 to now
- Upper HealthAug 2024 to Aug 2025
- AledadeOct 2023 to Jan 2024
- Northwestern MutualApr 2022 to Jul 2022
- HumanaOct 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, TX).
The Breit Group
Legal name: The Breit Group, LLC
$131.6MAssets managed
82Clients
2Advisers
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
- 7534209
- Firm CRD
- 335020