Lauren Hering is a registered investment advisor at Xa Investments, based in Chicago, IL, with 1 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $950M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$950.0M
Loading...
Location
321 N. Clark Street, Suite 2430, Chicago, IL, 60654
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Xa Investments
June 2025 - Present · 10 mos
Xms Capital Partners, LLCBroker
January 2025 - Present · 1 yr 3 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.