Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Laura K Cassin is a financial professional with over 7 years of experience in the financial services industry. Laura is currently registered with Robert W. Baird & Co. Inc. Laura has experience working with high-net-worth individuals, corporations, and institutions. Laura specializes in providing financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Laura Vorpahl is an investment professional registered with RBC Capital Markets, LLC. Laura has been in the industry since 2019 and is currently registered in Minnesota. Laura specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Laura has experience working with a diverse range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Charlotte, NC

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Laura Margaret Nickell is a registered investment advisor representative with Vanguard Advisers, Inc. Laura has been in the financial services industry for over 3 years, with a focus on providing financial planning and portfolio management services for individual and business clients. Laura has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7TO), and Securities Industry Essentials Examination (SIE). Laura is registered to offer investment advisory services in North Carolina and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

SAN FRANCISCO, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Laura Sanchez is a seasoned financial professional with over 28 years of experience in the industry. Laura is a registered representative with Goldman Sachs & Co. LLC. Laura's expertise spans various areas of finance, including portfolio management, financial planning, and investment advisory. She is dedicated to providing personalized financial solutions to meet the diverse needs of her clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Curi RMB Capital, LLC

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Laura Flentye is an investment advisor representative with Curi RMB Capital, LLC, a registered investment advisor based in Chicago, Illinois. Laura has been in the financial services industry since March 20, 2001. She holds a Series 6, 7, 3, 26, 63 and 65 license. Laura has previously worked for ALPS Distributors, INC. and STRONG INVESTMENTS, INC. Laura is a registered investment advisor representative in Illinois. Laura specializes in investment management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fourstar Wealth Advisors, LLC

location

CHICAGO, IL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Laura Swanson is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, Illinois. Laura has over 20 years of experience in the financial services industry. Laura holds Series 7, 24, 63 and 66 licenses. Laura specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Laura is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals. Prior to joining Fourstar Wealth Advisors, Laura held positions at various financial institutions, including Great Point Capital, LLC, Cabot Lodge Securities LLC, and Purshe Kaplan Sterlings Investments.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

KALISPELL, MT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laura White is a financial advisor with over 20 years of experience in the financial services industry. Laura is currently registered with D.A. Davidson & Co. and has been with them since 2008. Laura is a licensed investment advisor representative and is registered in several states, including Montana and Texas. Laura is dedicated to providing personalized financial advice to help individuals and families reach their financial goals. Laura has a variety of specializations to help clients with their financial needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Laura Hodge Gough has over 35 years of experience in the financial services industry. Laura currently works as a registered representative for Robert W. Baird & Co. Inc. Prior to this role, Laura worked for Aetna Capital Management, Inc. and Aetna Life Insurance and Annuity Company. Laura holds Series 6, 7, 9, 10, 24, 26, 63, and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Laura Christine Preissner is a registered representative with Robert W. Baird & Co. Inc. Laura has been in the securities industry since April 9, 2013. Laura's primary office is located in Milwaukee, Wisconsin. Laura is licensed in Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Laura Van peenan is a registered representative and investment advisor representative with William Blair. Laura has been in the industry since 1999, and has a strong track record of providing comprehensive financial advice to individuals and institutions. Laura holds the Series 7, Series 24, Series 63, and SIE licenses and has a focus on equity research, financial planning, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles

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