Lauren Stansell
YESKE BUIE | Senior Financial Planner
SAN FRANCISCO, CA 94104
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CRD#: 6459248
Professional summary
Lauren Stansell, CFP®, who also goes by Lauren Grove, Lauren Stansell, is a registered financial advisor currently at YESKE BUIE INC. located in San Francisco, California.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lauren has worked at 1 firm .
Question & Answer
What are your service offerings?
Trust & estate planning
Philanthropic services
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
Are you a "fiduciary"?
Yes
Aliases
Lauren Grove | Lauren Stansell
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) Financial Planning Association (FPA), No, 9630 Bruceville Road, #106-149, Elk Grove, CA. 95757, Primary membership organization for financial planning practitioners, Board Member, 01/01/2021, Appx 10 hrs/Mnth, Leads board meetings, communicates with strategic partners, facilitates completion of outside deadlines, attends other committee meetings as needed and requested
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Stansell'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: 2015
Experience
Current
April 1, 2015 - Present
YESKE BUIE INC.
Office #1: 220 Montgomery St Ste 900, San Francisco, CA 94104RIA
CRD#: 143234
SAN FRANCISCO, CA
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".
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 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
California(4/1/2015)
Exams
Current Firm
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 Maple Avenue West Suite 600, Vienna, VA 22180
Mailing Address
Phone number
(800) 772-1887
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 925,924,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 01/22/2025 | ||
| 06/28/2023 |
Red Flags
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Company Information
YESKE BUIE INC.
Senior Financial PlannerCRD#: 143234San Francisco, CA 94104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
