LS
Lauren N. Shanks
KWM PARTNERS LLC
AUSTIN, TX 78759
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CRD#: 7217584
LS
Professional summary
Lauren Nicole Shanks is a registered financial advisor currently at KWM PARTNERS LLC located in Austin, Texas.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lauren has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Nicole Shanks'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
February 21, 2025 - Present
KWM PARTNERS LLC
Office #1: 8911 North Capital Of Texas Highway Suite 4200, Austin, TX 78759RIA
CRD#: 334428
AUSTIN, TX
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
Texas(2/21/2025)
Current Firm
KP
KWM PARTNERS LLC
KWM PARTNERS LLC
CRD#: 334428 / SEC#:
Texas
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Contact information
Main Address
8911 North Capital Of Texas Highway Suite 4200, Austin, TX 78759
Mailing Address
Phone number
(512) 354-7599
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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