Lauren Flynn
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lauren Flynn? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2024 to now
- LPL Financial LLCJun 2023 to Dec 2024
- Summit Credit UnionJun 2023 to Dec 2024
- Wisconsin State FairAug 2022 to Aug 2023
- State of Wisconsin Investment BoardNov 2021 to May 2023
- University of Wisconsin - Madison School of Human EcologySep 2021 to May 2023
- Overture Center for the ArtsOct 2019 to Dec 2024
- University of Wisconsin - MadisonAug 2019 to May 2023
- Diamond AssetsJun 2018 to Aug 2018
- Ymca of Northern Rock CountyMar 2018 to Aug 2019
- School District of JanesvilleSep 2017 to Jun 2019
- Blackhawk Community Credit UnionJun 2017 to May 2018
- Janesville Parker High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7765880
- Firm CRD
- 104555