Lauren G. Gretchen

INVESTED ADVISORS

Ellicott City, MD

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CRD#: 2690894

Professional summary

Lauren Gail Gretchen, who also goes by Lauren Gail Alexander, is a registered financial advisor currently at INVESTED ADVISORS located in Ellicott City, Maryland.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lauren has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 4 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Gail Alexander

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Swayze LLC; not investment relates; 660 Newtown Yardley Road, Suite 105, Newtown, PA 18940; 8 hours per day; 8 hours during trading; compliance consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Gail Gretchen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 30, 2025 - Present

INVESTED ADVISORS

RIA

CRD#: 311243

Ellicott City, MD

Past

March 9, 2020 - March 4, 2025

ABUNDANCE WEALTH COUNSELORS, LLC

RIA

CRD#: 111740

NEWTOWN, PA

Past

May 2, 2011 - September 10, 2019

PLANNING SOLUTIONS GROUP, LLC

RIA

CRD#: 154118

FULTON, MD

Past

April 7, 2011 - October 17, 2017

TRIAD ADVISORS LLC

CRD#: 25803

Fulton, MD

Past

June 23, 2009 - October 13, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

ROCKVILLE, MD

Past

June 23, 2009 - October 13, 2009

OSAIC FA, INC.

CRD#: 3978

ROCKVILLE, MD

Past

September 3, 2008 - June 11, 2009

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BETHESDA, MD

Past

May 21, 2008 - June 11, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

BETHESDA, MD

Past

June 20, 2001 - August 6, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 20, 2001 - August 6, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

December 15, 1998 - May 4, 2001

SUMMIT EQUITIES, INC.

CRD#: 11039

PARSIPPANY, NJ

Past

December 13, 1996 - December 7, 1998

FINANCIAL CONSULTANT GROUP, LLC

CRD#: 25644

CHATHAM, NJ

Past

April 16, 1996 - September 3, 1996

RICKEL & ASSOCIATES, INC.

CRD#: 7839

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTED ADVISORS

INVESTED ADVISORS | KRISTEN E. COOMBS LLC | KRISTEN COOMBS FINANCIAL ADVISORS

CRD#: 311243 / SEC#: 801-119770

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/10/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/15/2011

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 6/26/1997

Registered Options Principal Examination

Principal/Supervisory Exam

Series 27

Date: 12/6/1996

Financial and Operations Principal Examination

Current Firm

INVESTED ADVISORS

INVESTED ADVISORS | KRISTEN E. COOMBS LLC | KRISTEN COOMBS FINANCIAL ADVISORS

CRD#: 311243 / SEC#: 801-119770

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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Contact information

Main Address

366 Walker Drive Suite 370, State College, PA 16801

Mailing Address

Phone number

(814) 235-2703

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (10/8/2025)

Regulatory assets under management

Total Number of Accounts	606
AUM (Assets Under Management)	$ 226,182,547

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lauren G. Gretchen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Gail Gretchen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABUNDANCE WEALTH COUNSELORS, LLC

PLANNING SOLUTIONS GROUP, LLC

TRIAD ADVISORS LLC

OSAIC FA, INC.

OSAIC FA, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

SUMMIT EQUITIES, INC.

FINANCIAL CONSULTANT GROUP, LLC

RICKEL & ASSOCIATES, INC.

Primary Firm SEC Registration

INVESTED ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2008

Series 63

Date: 5/10/1996

SIE

Date: 10/17/2017

Series 7

Date: 5/19/2008

Series 24

Date: 7/15/2011

Series 4

Date: 6/26/1997

Series 27

Date: 12/6/1996

Current Firm

INVESTED ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTED ADVISORS

TRUST BUT VERIFY

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