Lauren Mink (CRD# 6834792) is an Investment Advisor Representative working at Terra Wealth in Crown Point, IN and has over 6 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 4849315
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terra Wealth Management, LLC | Crown Point, IN | Apr 2023 - Current | 1 |
| Jagmin Dental Of Indiana | Dyer, IN | Jun 2020 - Current | 3 |
| Pfs Investments Inc. | Merrillville, IN | Jan 2018 - Dec 2022 | 4 |
| Primerica Financial Services | Merrillville, IN | Jan 2017 - Dec 2022 | 5 |
| David Ladd, Dds | Schererville, IN | Mar 2015 - Aug 2018 | 3 |
| Lakeland Creek Family Dental | Merrillville, IN | Nov 2011 - Jun 2017 | 5 |
| Rensselar Family Dentistry | Rensselar, IN | Jul 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IN
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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