Theodore Lauzen (CRD# 6773478) is an Investment Advisor Representative working at Grey Fox Wealth Advisors, LLC in Rockland, DE and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | Wilmington, DE | Jan 2020 - Current | 4 |
| Grey Fox Capital, LLC | Wilmington, DE | Oct 2018 - Current | 5 |
| Nimbly, LLC | Los Angeles, CA | Jun 2017 - Current | 6 |
| Goldman Sachs | New York, NY | Mar 2017 - Jun 2017 | < 1 |
| United States Marine Corps | Helmand Province, | May 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- DE
- TX
-
Total Assets Under Management383MILLIONS
-
Total Number of Accounts1,005ACCOUNTS
-
Average Account Value$380,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DE, FL, IL, MA, MD, MI, NH, NJ, NY, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.