Lauren Werckenthien is a CFP-designated registered investment advisor at Securestate, based in Pendleton, IN, with 8 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 276 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fee Estimator
Location
100 S Main St., Pendleton, IN, 46064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lauren is a Vice President and Financial Advisor at SecurEstate Financial Services, spending nearly full-time providing investment advice, asset management, and financial planning services. She is also an investment committee member for the South Madison Community Foundation, dedicating minimal time to this role.
Employment History
Current Registrations
Securestate
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations2 states
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