Lauren F. Russo

MISSIONSQUARE RETIREMENT

Ocean, NJ

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CRD#: 6852835

Professional summary

Lauren F Russo, CFP®, who also goes by Lauren Marie Flanagan, Lauren Marie Kelly, Lauren Flanagan Russo, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Ocean, New Jersey.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lauren has worked at 3 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Marie Flanagan | Lauren Marie Kelly | Lauren Flanagan Russo

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.

Rodan and Fields Independent Consultant since 7/21/2017 Sell Skin Care products Spend less than 10 hours a month; during non-business, non-trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren F Russo'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: 2017

Experience

Current

March 18, 2025 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Ocean, NJ

Past

November 2, 2023 - February 18, 2025

FARTHER

RIA

CRD#: 302050

Asbury Park, NJ

Past

September 26, 2017 - October 5, 2023

ZYNERGY RETIREMENT PLANNING

RIA

CRD#: 143861

RED BANK, NJ

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".

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 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

New Jersey
(4/2/2025)

IAR

New York
(3/18/2025)

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

General Industry/Product Exam

SIE

Date: 5/8/2023

Securities Industry Essentials Examination

Current Firm

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 Approved)

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Contact information

Main Address

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240

Mailing Address

Phone number

(202) 962-4600

Established

Firm type

Fiscal year end

# of Employees

599

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUIDED PATHWAYS ADVISORY SERVICES (10/30/2025)

INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)

INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts	58,580
AUM (Assets Under Management)	$ 5,959,398,729

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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 F. Russo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren F Russo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE RETIREMENT

FARTHER

ZYNERGY RETIREMENT PLANNING

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

SIE

Date: 5/8/2023

Current Firm

MISSIONSQUARE RETIREMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MISSIONSQUARE RETIREMENT

TRUST BUT VERIFY

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