Lauren Locker
Locker Financial Services · Verona, New Jersey
Lauren Locker is a fee-only financial advisor at Locker Financial Services in Verona, New Jersey, who holds the CFP credential. Locker Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Locker Financial Services |
|---|---|
| Based in | Verona, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $213.8M across 391 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NJ · CRD 2122142 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lockerfinancial.com |
How Lauren's firm compares
- Locker Financial Services's average account is about $547,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Lauren
Is Lauren Locker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Locker Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Locker Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lauren Locker based?
Lauren Locker is based in Verona, New Jersey.
What credentials does Lauren Locker hold?
Lauren Locker holds the CFP credential.
Is Lauren Locker registered with the SEC?
Yes. Lauren Locker is registered as an investment adviser representative in MA and NJ (CRD 2122142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Locker Financial Services manage?
Locker Financial Services reports $213.8M across 391 accounts in assets under management.
How do I contact Lauren Locker?
Through Lauren's website, www.lockerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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