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Lauren Borkowski

Lauren Borkowski

FOGUTH WEALTH MANAGEMENT, LLC. | Financial Consultant
BRIGHTON, MI 48116
CRD#: 6839803
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Lauren Borkowski
Lauren BorkowskiFOGUTH WEALTH MANAGEMENT, LLC.

Professional summary

Lauren Borkowski, who also goes by Lauren Adams, Lauren Kathleen Adams, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Brighton, Michigan.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lauren has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Biography

I strive to develop and maintain strong relationships with my clients. By understanding your unique situation and goals, I will work with you to co-create a financial plan that addresses what is most important to you. My goal is to ensure you are comfortable and confident in the entirety of the process. With earned trust, I will be a valuable resource to help you navigate through any obstacles you may face utilizing the strategies and resources available at Fidelity.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren Adams | Lauren Kathleen Adams

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 Borkowski'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

Education

University of Michigan

Bachelor of Business Administration - Business

2017

Experience

Current

June 18, 2026 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 325 W. Main St., Brighton, MI 48116
RIA
CRD#: 327434
BRIGHTON, MI
Past

March 31, 2025 - May 26, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GRAND BLANC, MI
Past

April 16, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GRAND BLANC, MI
Past

May 9, 2019 - May 26, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GRAND BLANC, MI

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".
FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA
Registered Investment Advisory firm - (9/12/2023 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
Michigan
(6/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2019
Securities Industry Essentials Examination

Current Firm

FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA
Registered Investment Advisory firm - (9/12/2023 Approved)
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Contact information

Main Address
325 W. Main St., Brighton, MI 48116
Mailing Address
Phone number
(810) 522-5650
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FWM FORM ADV PART 2A (2.2.2026) (2/12/2026)

Regulatory assets under management

Total Number of Accounts5,587
AUM (Assets Under Management)$ 825,146,175

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.

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

Financial ConsultantCRD#: 327434Brighton, MI 48116

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