Laura Email & Phone Number
Wealth Planner @ Nold Bryant Planning & Investments
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Laura Location
- Saint Joseph, MO, US
Laura Work
- Wealth Planner @ (March 2023 - Present)
- Portfolio Manager @ (February 2021 - March 2023)
- Philanthropy Assistant @ (November 2019 - April 2021)
- Investment Advisor and Chief Compliance Officer @ Family Investment Center (October 2008 - October 2019)
- Medical Secretary @ St. Joseph Oncology (December 2001 - October 2008)
Laura Education
- University of Missouri-Columbia
Applied Master of Science in Personal Financial Planning (Personal Financial Planning)
2013-2014 - University of Missouri-Columbia
Graduate Certificate in Personal Financial Planning (Personal Financial Planning)
2011-2012 - Missouri Western State University
BS (Business Administration)
2003-2007 - Missouri Western State University
BS (Economics)
2003-2007
Laura Skills
- Medical Terminology
- Investment Advisory
- Series 24
- Wealth Management
- Investment Advisor Compliance
- Strategic Financial Planning
Laura Summary
- Laura, based in Saint Joseph, MO, US, is currently a Wealth Planner at Nold Bryant Planning & Investments. Laura brings experience from previous roles at CHARLESTON FINANCIAL ADVISORS, L.L.C., Mosaic Life Care, Family Investment Center and St. Joseph Oncology. Laura holds a 2013 - 2014 Applied Master of Science in Personal Financial Planning in Personal Financial Planning @ University of Missouri-Columbia. With a robust skill set that includes Medical Terminology, Investment Advisory, Series 24, Wealth Management, Investment Advisor Compliance and more. Laura has 2 emails on RocketReach.
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