Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Kuhnert is a financial advisor with over 20 years of experience in the industry. Laura is currently registered with Private Client Services, LLC, a firm that offers a range of financial planning and advisory services to individuals, businesses and institutions. Laura is a Series 66 and Series 7 licensed advisor. Her professional background includes prior roles at Cetera Investment Services LLC, The O.N. Equity Sales Company, UVEST Financial Services Group, Inc., Focused Investments L.L.C., and M&I Brokerage Services, Inc. Laura's focus is on helping clients achieve their financial goals and objectives through a variety of personalized solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
WI
03/10/2022 - Present
Private Client Services, LLC (WAUSAU WI)
WI
01/11/2017 - 02/11/2022
CETERA INVESTMENT SERVICES LLC (WAUSAU WI)
WI
07/15/2011 - 10/05/2016
THE O.N. EQUITY SALES COMPANY (SCHOFIELD WI)
WI
04/03/2006 - 06/20/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WAUSAU WI)
IL
06/21/2005 - 04/04/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
WI
10/27/1998 - 06/02/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 05/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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