LR
Lauren Rahmeier
CETERA INVESTMENT ADVISERS LLC
HOLLISTON, MA
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CRD#: 6868037
LR
Professional summary
Lauren Rahmeier, who also goes by Lauren Mariel Rahmeier, Lauren M Urso, Lauren Mariel Urso, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Holliston, Massachusetts and CETERA WEALTH SERVICES, LLC located in Rocky Hill, Connecticut.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Lauren has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Mariel Rahmeier | Lauren M Urso | Lauren Mariel Urso
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)Michael S. Urso, CPA/PFS, CFP Financial Advisor; Financial Advisor; This entity is used to market this business. My duties include financial planning and investing for clients.; NIR; 126; 04/16/2021; 35 Cold Spring Road Rocky Hill CT 06067; Investing for retirement, education, estate planning, and general financial interest. 2)Urso & Rahmeier Tax and Financial Planning; Financial Advisor; This is the business name that will be used to market Avantax services / investments for our financial planning firm.; IR; 130; 04/19/2021; 35 Cold Spring Road Rocky Hill CT 06067; Our business name will be used to market our services with Avantax on our business card, letterhead, envelopes, and collateral.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Rahmeier'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 35 Cold Spring Rd Suite 225, Rocky Hill, CT 06067RIA
CRD#: 105644
HOLLISTON, MA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 35 Cold Spring Rd Suite 312, Rocky Hill, CT 06067BD
CRD#: 13572
ROCKY HILL, CT
Past
April 15, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
ROCKY HILL, CT
Past
April 15, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ROCKY HILL, CT
Past
January 17, 2018 - April 16, 2021
EDWARD JONES
RIA
CRD#: 250
SOUTHBOROUGH, MA
Past
December 4, 2017 - April 16, 2021
EDWARD JONES
BD
CRD#: 250
SOUTHBOROUGH, MA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/18/2025)
RR
Colorado(9/18/2025)
RR
Connecticut(9/5/2025)
IAR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Kentucky(9/18/2025)
RR
Maine(9/5/2025)
RR
Massachusetts(9/5/2025)
IAR
Massachusetts(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/18/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
