Lauren West
Laffer Tengler Investments · Scottsdale, Arizona
Lauren West is a fee-only financial advisor at Laffer Tengler Investments in Scottsdale, Arizona, who holds the CFA credential. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laffer Tengler Investments |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.1M across 767 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5988793 |
| Exams passed | Series 63 (2012) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | laffertengler.com |
How Lauren's firm compares
- Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Lauren
Is Lauren West a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Laffer Tengler Investments 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, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lauren West based?
Lauren West is based in Scottsdale, Arizona.
What credentials does Lauren West hold?
Lauren West holds the CFA credential.
Is Lauren West registered with the SEC?
Yes. Lauren West is registered as an investment adviser representative in AZ and TX (CRD 5988793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laffer Tengler Investments manage?
Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.
How do I contact Lauren West?
Through Lauren's website, laffertengler.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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