Unclaimed
Laura Barnard is a financial advisor with over 13 years of experience in the financial industry. Laura is currently registered with Thrivent Investment Management Inc. in Wisconsin and is also a registered investment advisor (IA) in the state. Prior to joining Thrivent, Laura held positions at BMO HARRIS FINANCIAL ADVISORS, INC. and ROBERT W. BAIRD & CO. INCORPORATED, providing clients with personalized financial planning and investment advice. Laura holds the Series 7, 66, 26 and SIE licenses. Laura also earned the Chartered Financial Consultant designation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
08/19/2014 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
08/07/2012 - 08/13/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)
WI
05/18/2010 - 08/16/2012
ROBERT W. BAIRD & CO. INCORPORATED (GREEN BAY WI)
BOTH
Issued 09/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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