Lauren K. Zangardi Haynes
SPARK FINANCIAL ADVISORS
RICHMOND, VA 23226
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CRD#: 6185087
Professional summary
Lauren Kathleen Zangardi Haynes, CFP®, CIMA®, who also goes by Lauren Zangardi Haynes, is a registered financial advisor currently at SPARK FINANCIAL ADVISORS located in Richmond, Virginia.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lauren has worked at 2 firms .
Core Areas of Focus
Business Owners
Entrepreneurs
Generation X
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Our financial planning process at Spark Financial Advisors is designed to empower business owners to make consistent progress on their financial goals, freeing up their time and energy so they can focus on the things that matter most to them. We help business owners design and build fulfilling lives.
We understand that money isn't just about numbers. That's why all of our financial planning engagements start with life planning where we get to know you, your values, and what you want you life to look like. Spark Financial Advisors serves clients locally in Richmond and Williamsburg, VA but we also work with many clients virtually.
Click here to book a free call!
Our financial planning engagements cover cash flow, retirement planning, investments (including Socially Responsible Investing), tax planning, insurance review, college planning, charitable planning, exit and estate planning.
We also provide Fee-Only 401(k) plan services to small business owners who are seeking to retain top talent, save more money for retirement, and potentially reduce their tax burden.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Employee and Employer Plan Ben...
Inheritance
Business Succession Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Small Business Planning
Are you a "fiduciary"?
Yes
Aliases
Lauren Zangardi Haynes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Kathleen Zangardi Haynes'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: 2008
Experience
Current
June 1, 2018 - Present
SPARK FINANCIAL ADVISORS
Office #1: 7130 Glen Forest Drive Suite 110, Richmond, VA 23226RIA
CRD#: 296914
RICHMOND, VA
Past
April 17, 2013 - May 29, 2018
EVOADVISERS
RIA
CRD#: 149615
RICHMOND, VA
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".
SF
SPARK FINANCIAL ADVISORS
SPARK FINANCIAL ADVISORS | SPARK FINANCIAL ADVISORS, LLC
CRD#: 296914 / SEC#: 801-132555
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)North Carolina
Registered Investment Advisory firm - (5/5/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2025 Terminated)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
North Carolina(4/22/2024)
IAR
Pennsylvania(5/7/2024)
IAR
Texas(9/25/2023)
IAR
Virginia(6/1/2018)
Exams
Current Firm
SF
SPARK FINANCIAL ADVISORS
SPARK FINANCIAL ADVISORS | SPARK FINANCIAL ADVISORS, LLC
CRD#: 296914 / SEC#: 801-132555
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)North Carolina
Registered Investment Advisory firm - (5/5/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2025 Terminated)PREMIUM
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Contact information
Main Address
7130 Glen Forest Drive Suite 110, Richmond, VA 23226
Mailing Address
Phone number
(804) 451-1210
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 624 |
| AUM (Assets Under Management) | $ 147,096,626 |
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.
