LAUREN S. PEARSON
INDIVISIBLE PARTNERS | Managing Director, Partner
Birmingham, AL 35223
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CRD#: 5422273
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 4 firms and has passed the Series 66, SIE and Series 7 exams.
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 putting a thoughtful plan in place will last generations, and I understand the depth of this responsibility. What you will see and read from my online footprint is that I principally engage in personal financial planning, asset allocation, portfolio construction, and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality.
This is the work I have been doing for over a decade: designing and crafting hundreds of planning scenarios. It is deeply important that I do great work for the clients whom I serve.
After my family and my faith, this practice is my life work. It is a privilege to lead Somerset Advisory and to serve families across the United States.
Question & Answer
What are your service offerings?
Divorce Planning
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lauren S Pearson | Lauren Woods Saddler
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. I*85499
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: YWCA CENTRAL ALABAMA
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
309 23RD STREET,
BIRMINGHAM, ALABAMA 35203
NATURE OF BUSINESS: CHARITABLE ORGANIZATION,
POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER,
START DATE OF RELATIONSHIP: 42268
NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1
DUTIES: JUNIOR BOARD HELPS RAISE AWARENESS THROUGH FUNDRAISING ACTIVITIES AND EVENTS FOR THE YWCA
2. CORNERSTONE SCHOOLS OF ALABAMA. LAUREN IS PART OF EXECUTIVE COMMITTEE THAT PLANS STRATEGIC DIRECTION OF THE SCHOOL.APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED: 3-5; APPROXIMATE NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 1-2, ZERO COMPENSATION.
CRS (Client Relationship Summary) - RIA
Click below to view LAUREN SADDLER PEARSON's 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®
CFP®
Start date: 2013
Experience
Current
June 2, 2025 - Present
INDIVISIBLE PARTNERS
Office #1: 2231 20th Avenue South Suite 200, Birmingham, AL 35223RIA
CRD#: 332431
Birmingham, AL
Past
June 17, 2016 - June 2, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Birmingham, AL
Past
June 17, 2016 - April 25, 2019
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Birmingham, AL
Past
February 26, 2008 - June 21, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BIRMINGHAM, AL
Past
December 13, 2007 - June 21, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BIRMINGHAM, AL
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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
Registered Investment Advisory firm - (11/1/2024 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
Alabama(6/2/2025)
IAR
South Carolina(6/2/2025)
IAR
Virginia(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
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Contact information
Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 634 |
| AUM (Assets Under Management) | $ 421,326,222 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDIVISIBLE PARTNERS
Managing Director, PartnerCRD#: 332431Birmingham, AL 35223TRUST BUT VERIFY
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