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Laura Sue Barry

Wealthspire Advisors

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About Laura Sue Barry

Laura Barry is a financial advisor in Milwaukee, WI. Laura has been working in the financial services industry since 1996 and holds the Series 6, 7, and 63 licenses. Laura currently works for Wealthspire Advisors and has previously worked for WEALTHSPIRE CAPITAL, LLC, BAKER TILLY CAPITAL, LLC, and HEARTLAND ADVISORS, INC. Laura is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management, and investment advice.

Firm Information

Laura Barry is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Barry’s Registration & Firm History

WI

01/05/2021 - Present

Wealthspire Advisors (Milwaukee WI)

WI

12/16/2015 - 06/02/2020

WEALTHSPIRE CAPITAL, LLC (Milwaukee WI)

WI

10/26/2004 - 03/07/2016

BAKER TILLY CAPITAL, LLC (MILWAUKEE WI)

WI

10/08/1996 - 05/18/1998

HEARTLAND ADVISORS, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 11/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Laura Sue Barry. Review regulatory record here.
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