Lauren Hering is a registered investment advisor at Xa Investments, based in Chicago, IL, with 1 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 3 clients with $870M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$865.6M
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Location
321 N. Clark Street, Suite 2430, Chicago, IL, 60654
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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.
Learn about disclosures →Employment History
Current Registrations
Xa Investments
June 2025 - Present · 1 yr 4 mos
Xms Capital Partners, LLCBroker
January 2025 - Present · 1 yr 9 mos
State Registrations1 state
IL
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.
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