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Laura Elizabeth Boldt

PFG Advisors

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About Laura Elizabeth Boldt

Laura Elizabeth Boldt is a financial advisor with PFG Advisors, a firm with over 100 investment advisor representatives. Laura has been in the financial industry for over 25 years and holds Series 7, Series 63, and Series 65 licenses. She has experience working with individual investors, corporations, and retirement plans. Laura is also a Certified Financial Planner™ professional.

Firm Information

Laura Boldt is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Boldt’s Registration & Firm History

AZ

08/29/2024 - Present

PFG Advisors (Phoenix AZ)

AZ

01/29/2014 - 09/06/2024

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

09/10/2007 - 09/23/2013

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

12/05/2006 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

AZ

04/05/1999 - 11/30/2006

CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Laura Elizabeth Boldt. Review regulatory record here.
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