Lauren M. West

LAFFER TENGLER INVESTMENTS

Scottsdale, AZ 85253

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CRD#: 5988793

Professional summary

Lauren Melissa West, who also goes by Lauren Melissa Wickline, is a registered financial advisor currently at LAFFER TENGLER INVESTMENTS, INC. located in Scottsdale, Arizona.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lauren has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Melissa Wickline

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Melissa West'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

March 5, 2025 - Present

LAFFER TENGLER INVESTMENTS, INC.

Office #1: 6730 N. Scottsdale Rd, Suite 230, Scottsdale, AZ 85253

RIA

CRD#: 108068

Scottsdale, AZ

Past

January 13, 2012 - September 5, 2013

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

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".

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 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

Arizona
(3/20/2025)

IAR

Texas
(3/5/2025)

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

Series 63

Date: 1/28/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/12/2012

General Securities Representative Examination

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 Approved)

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Contact information

Main Address

1005 17th Ave S Suite 900, Nashville, TN 37212

Mailing Address

6730 N. Scottsdale Road Suite 230, Scottsdale, AZ 85253

Phone number

(800) 838-3468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAFFER TENGLER INVESTMENTS ADV PART 2A (9/10/2025)

LAFFER TENGLER INVESTMENTS ADV APPENDIX 1 WRAP FEE BROCHURE (9/10/2025)

Regulatory assets under management

Total Number of Accounts	673
AUM (Assets Under Management)	$ 622,024,616

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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Lauren M. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LAFFER TENGLER INVESTMENTS, INC.

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LAFFER TENGLER INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2012

Series 7

Date: 1/12/2012

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAFFER TENGLER INVESTMENTS, INC.

TRUST BUT VERIFY

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