Rachel Wren has been Director of Operations of LCW Services since July 2025, is a control person of the firm and directly owns under 5% of it.
LCW Services, LLC is a Virginia Beach, VA firm with $235M under management, 261 clients and 4 advisers in one office, as of its April 2026 filing.
Rachel T. Wren is Director of Operations of Altura Wealth Advisors, based in Virginia Beach, VA. She has over 30 years of experience in the financial industry and oversees the firm's trading, investment, planning and insurance departments. She manages the team's internal workflow and processes and maintains the practice's compliance standards.
Rachel Wren’s longest registration was 7 years at Northwestern Mutual Investment Services,llc (2018–2025). Before joining LCW Services in 2025, Rachel Wren was registered through Northwestern Mutual Investment Services,llc.
- Altura Wealth AdvisorsCurrent– present · 1 yearVirginia Beach, VA · Adviser representative · Firm CRD 337998
- Northwestern Mutual Investment Services,llc– · 7 yearsVirginia Bch, VA · Adviser representative · Firm CRD 2881
- Northwestern Mutual Investment Services,llc– · 5 yearsWilliamsburg, VA · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Rachel Wren is registered as an investment adviser representative in Virginia, since October 2025.
- VirginiaSince 1 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 February 2011 |
| Series 7 | General Securities Representative Examination | 20 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rachel T Wren
- CRD
- 2819174
- Firm
- LCW Services · CRD 337998
- Role
- Director of Operations
- Office
- 4669 SOUTH BLVD, STE 105, Virginia Beach, VA 23452
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alturawealth.com
Where does Rachel Wren work?
Rachel Wren has been Director of Operations of LCW Services, LLC since July 2025, and is a control person of the firm.
Is Rachel Wren a financial advisor?
Yes. Rachel Wren has a current investment-adviser registration in Virginia, through LCW Services since October 2025.
How many years of experience does Rachel Wren have?
Rachel Wren has 15 years in the financial industry, since January 2011, across 2 adviser firms.
What exams has Rachel Wren passed?
Rachel Wren has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Rachel Wren with the SIE, which began in October 2018.
Where did Rachel Wren work before LCW Services?
Before LCW Services, Rachel Wren was registered through Northwestern Mutual Investment Services,llc, February 2018 to September 2025; Northwestern Mutual Investment Services,llc, February 2011 to November 2016.
Where is Rachel Wren based?
Rachel Wren’s registered office is in Virginia Beach, VA.
Is Rachel Wren registered with FINRA?
No. Rachel Wren has no current broker registration.
How can I verify Rachel Wren’s record?
Search CRD 2819174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Wren’s full registration record.
