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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Joan kokes Schnoor is a registered investment advisor representative with Spectrum Investment Advisors, Inc. Laura Joan kokes Schnoor has been in the industry since 1989. Laura Joan kokes Schnoor is registered with the state of Wisconsin. Laura Joan kokes Schnoor holds the Series 6, Series 7, Series 63 and Series 65 licenses. Laura Joan kokes Schnoor has previously been employed with LPL FINANCIAL LLC and STRONG INVESTMENTS, INC. Laura Joan kokes Schnoor specializes in portfolio management for individuals, pension consulting and financial planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
By plan participant flat fees
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2
WI
06/22/2015 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
WI
03/31/2015 - 10/15/2015
LPL FINANCIAL LLC (MEQUON WI)
WI
07/31/1989 - 09/10/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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