Lauren Saddler Pearson
CFP®Professional Summary
LAUREN SADDLER PEARSON, CFP®, who also goes by Lauren S Pearson, Lauren Woods Saddler, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Birmingham, Alabama. LAUREN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. LAUREN has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
The most important thing in my life is my family. My husband, Andrew, is a minister, and we have three smart and brave daughters. If research can be considered a hobby, then that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably why I am well suited to this profession. To support this passion professionally I have earned the Certified Financial Planner™ designation. The impact of...
Other Aliases
Lauren S Pearson, Lauren Woods Saddler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
Contact Information
Main Address
114 Turner Street, Clearwater, FL 33756Phone Number
(732) 306-5490# of Employees
24SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,672AUM (Assets Under Management)
$2,079,652,688Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
State Registrations and Notice Filings
(6/2/2025)
(6/2/2025)
(6/2/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view LAUREN SADDLER PEARSON's CRS (Customer Relationship Summary).
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