Lauren I. Maclaren
Professional summary
Lauren Irene Maclaren, CFP®, who also goes by Lauren Irene Boone, Lauren Boone, Lauren Irene Steel, is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lauren has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Irene Maclaren's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
March 1, 2019 - Present
JOURNEY WEALTH MANAGEMENT
Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122May 13, 2011 - February 1, 2019
SEQUOIA FINANCIAL GROUP, L.L.C.
October 18, 2010 - December 16, 2015
VALMARK SECURITIES, INC.
Primary Firm SEC Registration
JOURNEY WEALTH MANAGEMENT
CRD#: 298904 / SEC#: 801-114180
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/1/2019)
Exams
Current Firm
JOURNEY WEALTH MANAGEMENT
CRD#: 298904 / SEC#: 801-114180
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 545 |
| AUM (Assets Under Management) | $ 940,749,181 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | ||
| 10/03/2024 | ||
| 09/21/2023 | ||
| 10/24/2022 |
Red Flags
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