Unclaimed Profile

Lauren Renee Golba

SPWM ADVISORS LLC·TRAVERSE CITY, Michigan

Clean recordSPWM 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lauren Renee Golba is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with SPWM ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SPWM ADVISORS LLC

STONEPATH WEALTH MANAGEMENT

AUM

$178M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPWM ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: CONSULTING FEES

Regulatory

SEC/IARD CRD# 6872812

Firm CRD# 328977

View on FINRA BrokerCheck →

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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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