Lauren Mendel has been an investment adviser representative at Illuminate Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Illuminate Wealth Management LLC is a Barrington, IL firm with $168M under management, 77 clients and 2 advisers across 8 offices, as of its May 2026 filing.
Lauren Mendel is Financial Advisor of Illuminate Wealth Management, based in Yorktown, Virginia. She helps clients with retirement readiness, financial foundations, Roth conversion planning, organizing financial priorities, and budgeting. She has 5+ years of experience.
- Illuminate Wealth ManagementCurrent– present · under a yearYorktown, VA · Adviser representative · Firm CRD 306411
Professional designations
Listed by Illuminate Wealth Management
- CFP®
Investment adviser representative registrations
Lauren Mendel is registered as an investment adviser representative in Virginia, since May 2026.
- VirginiaSince 20 May 2026
Examinations
No examinations are on Lauren Mendel’s record.
- CRD
- 8272138
- Firm
- Illuminate Wealth Management · CRD 306411
- Office
- Yorktown, VA
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- illuminatewm.com
Where does Lauren Mendel work?
Lauren Mendel is an investment adviser representative registered through Illuminate Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lauren Mendel a financial advisor?
Yes. Lauren Mendel has a current investment-adviser registration in Virginia, through Illuminate Wealth Management since May 2026.
How many years of experience does Lauren Mendel have?
Lauren Mendel has 0 years in the financial industry, since May 2026, across 1 adviser firm.
Where is Lauren Mendel based?
Lauren Mendel’s registered office is in Yorktown, VA.
Is Lauren Mendel registered with FINRA?
No. Lauren Mendel has no current broker registration.
Is Lauren Mendel a CFP?
Illuminate Wealth Management lists Lauren Mendel with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Lauren Mendel’s record?
Search CRD 8272138 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren Mendel’s full registration record.
