Unclaimed Profile

Lauren Renee Golba

SPWM ADVISORS LLC·TRAVERSE CITY, Michigan

SIE, Series 7, Series 66Clean record8 years registeredSPWM ADVISORS LLC

134 W STATE STREET, TRAVERSE CITY, MI 49684CRD# 6872812Firm CRD# 328977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lauren Renee Golba · TRAVERSE CITY, MI

Registration

CRD #6872812 · SPWM ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

STONEPATH WEALTH MANAGEMENT

Jan 2024 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2018 – Dec 2023

Milford, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 22, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPWM ADVISORS LLC

CRD 328977 · SEC 801-129202

AUM

$178M

Regulatory assets under management

Employees

965 client accounts

Services offered by SPWM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPWM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Lauren Renee Golba offer?

Lauren Renee Golba specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Lauren Renee Golba's credentials?

Lauren Renee Golba is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauren Renee Golba located?

Lauren Renee Golba is based in TRAVERSE CITY, Michigan, working with SPWM ADVISORS LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Lauren Renee Golba charge for services?

Lauren Renee Golba's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPWM ADVISORS LLC?

SPWM ADVISORS LLC has approximately 11 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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