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Lauren Leigh Kern

CLEARWATER MANAGEMENT COMPANY, INC.·ST PAUL, Minnesota
Clean recordCLEARWATER MANAGEMENT COMPANY, INC.
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN 55101CRD# 1076559Firm CRD# 105307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Leigh Kern · ST PAUL, MN
Registration
CRD #1076559 · CLEARWATER MANAGEMENT COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Leigh Kern is a registered financial advisor based in ST PAUL, Minnesota, affiliated with CLEARWATER MANAGEMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CLEARWATER MANAGEMENT CO., INC.
CLEARWATER MANAGEMENT CO., INC.
AUM
$3.8B
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
Regulatory
SEC/IARD CRD# 1076559
Firm CRD# 105307
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Leigh Kern offer?
Lauren Leigh Kern specializes in Investment Management, Retirement Planning. Contact their office in ST PAUL, Minnesota for a consultation.
What are Lauren Leigh Kern's credentials?
Lauren Leigh Kern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Leigh Kern located?
Lauren Leigh Kern is based in ST PAUL, Minnesota, working with CLEARWATER MANAGEMENT COMPANY, INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Lauren Leigh Kern charge for services?
Lauren Leigh Kern's firm is compensated through percentage of aum, other: fixed % of committed capital or nav for private funds.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER MANAGEMENT COMPANY, INC.?
CLEARWATER MANAGEMENT COMPANY, INC. has approximately 1 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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