Lauren Naylor
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Lauren Naylor is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2015 and spent a year with Pacers Sports & Entertainment. Outside of her advisory role, she works part-time at Hawstone Hollow Winery, assisting with wine tastings and other duties. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
21 S Wayne St
Lewistown, PA 17044
Most active in
Lauren N has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Ameriprise
2019 - Present (7 years)
Pacers Sports & Entertainment
2017 - 2017 (1 year)
Ameriprise
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Adam K
Series 63, Series 66
Boalsburg, PA
Citizens Securities, Inc.
Peter P
Series 66
Lewistown, PA
Creativeone Wealth, LLC
Brian H
Series 63, Series 65
Mifflintown, PA
Cetera
James N
CFP®, Series 63
Lewistown, PA
Ameriprise
Matthew W
Series 66
Reedsville, PA
Ameriprise
Victor Y
Series 63, Series 66
Burnham, PA
Edward Jones
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