Lauren Shanks
Advisor at KWM Partners LLC
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 Shanks is a financial advisor at KWM Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Faykus Financial LLC and Texas Insurance Services. Outside of her advisory role, she is co-owner of Life of Zoebear LLC, a shelter animal passion project. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques to construct portfolios managed on a discretionary basis.
Expertise
Based on KWM Partners LLC
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.50% annually
Clients may purchase investment-related products through insurance agents affiliated with the firm, which results in commissions.
Location
8911 North Capital Of Texas Highway, Suite 4200
Austin, TX 78759
Work history
KWM Partners LLC
2024 - Present (2 years)
KWM Partners LLC
2024 - Present (2 years)
LT9 LLC
2024 - Present (2 years)
Kaia Insurance Group, LLC
2023 - Present (3 years)
Life of Zoebear LLC
2021 - Present (5 years)
Faykus Financial LLC
2018 - 2023 (5 years)
Texas Insurance Services
2013 - 2018 (5 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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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