A locally owned firm
with a global perspective.
What We Do
Lauren Peck is currently registered in 28 states. She provides investment management and financial planning advice to individuals and businesses. Lauren Peck, a Certified Financial Planner(TM) provides intelligent strategies to pursue our clients financial goals.
OUR MISSION
We work to know our clients and to help them clarify and pursue their financial goals. We use in-depth knowledge, astute planning, and individual portfolio construction to guide clients through market and life changes.
Community Involvement
Our office is a strong supporter of our community. Lauren is a member of the Bozeman Sunrise Rotary Club and has volunteered in various capacities for non-profits in Bozeman and Chicago.
Client-Centered Advice
Our solutions are driven by your needs and wants, not by any products or services. Through LPL Financial we can access a broad range of investments and insurance products, improving flexibility and choice for our clients.
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