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Laura Naujokas Stern

Doyenne Wealth Advisors

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About Laura Naujokas Stern

Laura Stern, a Certified Financial Planner™ and Chartered Financial Analyst, is a registered investment advisor representative at Doyenne Wealth Advisors. Laura Stern has over 20 years of experience in the financial services industry. She holds a Series 6, Series 26, and Series 63 license. Laura Stern has been affiliated with Doyenne Wealth Advisors since 2022. Previously, Laura Stern worked at Brownson Rehmus & Foxworth, Inc. and Prudential Investment Management Services LLC. Laura Stern specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Laura Stern is currently registered with Doyenne Wealth Advisors. Doyenne Wealth Advisors is an investment advisory firm based in Chicago, Illinois. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $1.7 billion in assets for 764 accounts. Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Doyenne Wealth Advisors

227 W MONROE STREET

CHICAGO, IL 60606

$1.71B

Assets Under Management

13

Total Clients

11

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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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 Stern’s Registration & Firm History

IL

02/09/2022 - Present

Doyenne Wealth Advisors (CHICAGO IL)

IL

12/06/2004 - 07/20/2012

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (CHICAGO IL)

CT

11/04/2002 - 12/06/2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 12/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Naujokas Stern.
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