LM
LM

Lauren Elizabeth Mink

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
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Location

123 N Main St, Suite 209M, Crown Point, IN, 46307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lauren spends about 10% of her time on insurance sales. She also works as a dental hygienist at Jagmin Dental of Indiana, dedicating about 10-20% of her time to providing education on oral hygiene, performing dental cleanings, and taking x-rays.

Employment History
Current Registrations
Ae Financial Services, LLCBroker
July 2025 - Present · 7 mos
Terra Wealth
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
PFS Investments INC.Broker
February 2018 - October 2022 · 4 yrs 8 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.