Lauren Traulsen has been an investment adviser representative at Evolution Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Lauren Traulsen studied at Florida Gulf Coast University.
Evolution Wealth Management Inc. is a Fort Myers, FL firm with $172M under management, 294 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Lauren Traulsen is Wealth Advisor of Evolution Retirement Services, based in Fort Myers, Florida. She specializes in guiding individuals through holistic retirement planning. She co-hosts The Retirement Evolved Podcast and leads the firm's educational workshops.
- – present · under a yearFort Myers, FL · Adviser representative · Firm CRD 307644
Investment adviser representative registrations
Lauren Traulsen is registered as an investment adviser representative in Florida, since July 2026.
- FloridaSince 28 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lauren Kathryn Traulsen
- CRD
- 8319709
- Firm
- Evolution Wealth Management · CRD 307644
- Office
- 12487 BRANTLEY COMMONS COURT, Fort Myers, FL 33907
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evolutionretirementservices.com
Where does Lauren Traulsen work?
Lauren Traulsen is an investment adviser representative registered through Evolution Wealth Management Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lauren Traulsen a financial advisor?
Yes. Lauren Traulsen has a current investment-adviser registration in Florida, through Evolution Wealth Management since July 2026.
How many years of experience does Lauren Traulsen have?
Lauren Traulsen has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Lauren Traulsen passed?
Lauren Traulsen passed the Series 65 in July 2026.
Where is Lauren Traulsen based?
Lauren Traulsen’s registered office is in Fort Myers, FL.
Is Lauren Traulsen registered with FINRA?
No. Lauren Traulsen has no current broker registration.
How can I verify Lauren Traulsen’s record?
Search CRD 8319709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren Traulsen’s full registration record.
