Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Louise Kokesh is a financial advisor who has been in the industry since 1997. Laura is currently registered with Gradient Advisors, LLC and is also registered as an Investment Advisor Representative in Iowa. Laura has a history of working with clients in various capacities, including providing financial planning, pension consulting, and portfolio management. Prior to joining Gradient Advisors, LLC, Laura worked for a number of other firms, including Pacific West Securities, Inc. and Investors Brokerage Services, Inc. Laura holds Series 6, 63, and 65 licenses and specializes in a variety of investment areas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Referral fees
1
2
MN
03/08/2023 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
WA
03/01/2011 - 01/03/2013
GRADIENT SECURITIES, LLC (BELLEVUE WA)
WA
12/16/2005 - 03/02/2011
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
OH
03/24/2005 - 12/19/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
07/21/2000 - 04/01/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IL
06/20/1997 - 08/17/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 06/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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