Lauren D. Mishra

ELION FINANCIAL

TUCSON, AZ 85718

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CRD#: 7237234

Professional summary

Lauren Dixon Mishra PhD, CFP®, who also goes by Lauren Dixon Mishra, is a registered financial advisor currently at ELION FINANCIAL, LLC located in Tucson, Arizona.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lauren has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Dixon Mishra

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 Dixon Mishra PhD'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 10, 2025 - Present

ELION FINANCIAL, LLC

Office #1: 4729 E Sunrise Dr., Tucson, AZ 85718

RIA

CRD#: 334200

TUCSON, AZ

Past

October 27, 2020 - January 7, 2025

CAMBRIDGE FINANCIAL GROUP, LLC

RIA

CRD#: 117428

TUCSON, AZ

Past

April 28, 2020 - December 2, 2021

EVIDENCE BASED FINANCIAL PLANNING

RIA

CRD#: 307682

TUCSON, AZ

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

Arizona
(1/10/2025)

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

Current Firm

ELION FINANCIAL, LLC

ELION FINANCIAL LLC | ELION FINANCIAL, LLC

CRD#: 334200 / SEC#:

Arizona

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

4729 E Sunrise Dr., Tucson, AZ 85718

Mailing Address

Phone number

(520) 201-3689

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 14,050,000

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 D. Mishra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Dixon Mishra PhD's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELION FINANCIAL, LLC

CAMBRIDGE FINANCIAL GROUP, LLC

EVIDENCE BASED FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

ELION FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELION FINANCIAL, LLC

TRUST BUT VERIFY

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