Lauren Marie Rowan
Investment adviser representative at Captrust
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm 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 feePerformance-based
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
13 years in the industry.
- Capfinancial Securities, LLC.Apr 2025 to now
- CaptrustAug 2023 to now
- Capfinancial Partners LLC (captrust)Aug 2021 to now
- Capfinancial Securities, LLC.Aug 2021 to Mar 2025
- Nicholas Pension ConsultantsMay 2019 to Aug 2021
- Associated Students, Inc. of Sacramento StateJan 2019 to May 2019
- StudentJan 2013 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7786635
- Firm CRD
- 175112