LM
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Lauren Matteo

18 Years of Experience
Minneaopolis, MN
Broker

Lauren Matteo is a registered investment advisor at Blackrock Investment Management, LLC, based in Minneaopolis, MN, with 18 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Minneaopolis, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lauren is an access/supervised person of Principal Global Investors, LLC, and performs certain functions for Principal Global Investors and its affiliates. This activity is investment-related.

Employment History
Current Registrations
Blackrock Investment Management, LLC
September 2025 - Present · 8 mos
Blackrock Investments, LLCBroker
September 2025 - Present · 8 mos
Blackrock Investments, LLC
September 2025 - Present · 8 mos
Previous Registrations
Principal Asset Management
January 2022 - September 2025 · 3 yrs 8 mos
Principal Funds Distributor, INC.Broker
September 2017 - September 2025 · 8 yrs
Principal Funds Distributor, INC.Broker
July 2015 - September 2017 · 2 yrs 2 mos
UBS Financial Services INC.
February 2014 - July 2015 · 1 yr 5 mos
UBS Financial Services INC.Broker
November 2013 - July 2015 · 1 yr 8 mos
Mbsc Securities Corporation
January 2008 - November 2013 · 5 yrs 10 mos
Mbsc Securities CorporationBroker
December 2007 - November 2013 · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.