Lauren E. Way

ELWOOD & GOETZ

Atlanta, GA 30316

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CRD#: 6738143

Professional summary

Lauren Elizabeth Way, CFP®, who also goes by Lauren Elizabeth Marks, Lauren E Marks, Lauren Marks, Lauren Way, is a registered financial advisor currently at ELWOOD & GOETZ located in Atlanta, Georgia.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lauren has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Tax Planning

Estate Planning

Retirement Income Management

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Lauren Elizabeth Marks | Lauren E Marks | Lauren Marks | Lauren Way

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.

Rental Income, not investment related. Location of business: 1002 Millwood Dr SW, Marietta, Georgia, 30008; Nature of business: rental of previously primary residence; Position: Property Owner; Start date of business: January 1, 2023; approximate number of hours/month you devote to the other business; 1 hour; the number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the Business: Maintain property as described for tenants.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Elizabeth Way'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: 2022

Experience

Current

June 30, 2022 - Present

ELWOOD & GOETZ

Office #1: 490 Brasfield Square, Atlanta, GA 30316

RIA

CRD#: 154839

Atlanta, GA

Past

October 9, 2020 - March 10, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DUNWOODY, GA

Past

July 28, 2020 - March 7, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DUNWOODY, GA

Past

April 8, 2019 - July 20, 2020

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

RINCON, GA

Past

November 16, 2018 - July 20, 2020

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

RINCON, GA

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".

ELWOOD & GOETZ

ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD#: 154839 / SEC#: 801-109935

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

Georgia

Registered Investment Advisory firm - (3/2/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (2/20/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/30/2022)

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: 2/1/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/16/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/4/2018

Securities Industry Essentials Examination

Current Firm

ELWOOD & GOETZ

ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD#: 154839 / SEC#: 801-109935

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

Georgia

Registered Investment Advisory firm - (3/2/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (2/20/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

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Contact information

Main Address

687 S Milledge Ave, Athens, GA 30605

Mailing Address

Phone number

(706) 548-1025

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 813,016,044

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Lauren E. Way

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT GROUP, INC.

Primary Firm SEC Registration

ELWOOD & GOETZ

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2019

Series 7TO

Date: 11/16/2018

SIE

Date: 10/4/2018

Current Firm

ELWOOD & GOETZ

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELWOOD & GOETZ

TRUST BUT VERIFY

Contact information

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