Lauren Matthiessen

LECLAIR WEALTH PARTNERS

DUBLIN, OH 43017

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CRD#: 5762656

Professional summary

Lauren Matthiessen, CFP®, who also goes by Lauren Girdina, Lauren Ellen Grdina, is a registered financial advisor currently at LECLAIR WEALTH PARTNERS located in Dublin, Ohio.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lauren has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Girdina | Lauren Ellen Grdina

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. Name of Business: Rental Property 829 Carpenter, Address: 829 Carpenter Street, Columbus, OH, 43206, United States, Activity Type: Rental Real Estate, Position/Title: Owner/Proprietor, Investment Related: Yes, Start Date: 11/16/2020, Hours per month devoted to this business: 0-1, Hours per month devoted to this business during trading hours: 0-1, Description of duties: My husband and I are moving out of our current primary residence and will be renting it out. We are both joint owners of the home 2. Name of Business: LeClair Wealth Management, Address: 6515 Longshore Loop STE 100, Dublin, OH , 43017, United States, Activity Type: Insurance Sales, Position/Title: Agent, Investment Related: Yes, Start Date: 11/1/2024, Hours per month devoted to this business: 10-15, Hours per month devoted to this business during trading hours: 10-15, Description of duties: Selling insurance and variable products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Matthiessen'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

November 12, 2024 - Present

LECLAIR WEALTH PARTNERS

Office #1: 6515 Longshore Loop Suite 100, Dublin, OH 43017

RIA

CRD#: 332827

DUBLIN, OH

Past

October 29, 2019 - November 1, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Dublin, OH

Past

October 29, 2019 - November 1, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Dublin, OH

Past

August 27, 2012 - November 7, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

COLUMBUS, OH

Past

May 22, 2012 - November 7, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

COLUMBUS, OH

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".

LECLAIR WEALTH PARTNERS

LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC

CRD#: 332827 / SEC#: 801-131227

RIA

Registered Investment Advisory firm - (9/30/2024 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

Ohio
(11/12/2024)

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: 8/24/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/2012

General Securities Representative Examination

Current Firm

LECLAIR WEALTH PARTNERS

LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC

CRD#: 332827 / SEC#: 801-131227

RIA

Registered Investment Advisory firm - (9/30/2024 Approved)

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Contact information

Main Address

6515 Longshore Loop Suite 100, Dublin, OH 43017

Mailing Address

Phone number

(888) 277-5704

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LECLAIR WEALTH PARTNERS ADV PART 2A 11-2024 (2/5/2025)

LECLAIR WEALTH PARTNERS WRAP BROCHURE 11-2024 (2/5/2025)

Regulatory assets under management

Total Number of Accounts	527
AUM (Assets Under Management)	$ 342,365,235

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 Matthiessen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

LECLAIR WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2012

Current Firm

LECLAIR WEALTH PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LECLAIR WEALTH PARTNERS

TRUST BUT VERIFY

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