Laura Wilcox is a CFP-designated registered investment advisor, based in Greenfield, WI, with 29 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4810 South 76th St., #205, Greenfield, WI, 53220
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laura is the President of Financial Planning Center for Women and an advisory representative of a RIA, CIRA, dedicating nearly full-time hours to the latter. She also works as an independent insurance agent for various companies and offers pro bono coaching and education, each taking minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Dreher & Associates, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas Carroll, CFASummit Investment Management, LTD.
- Anna Gorman, CFPOsaic Wealth, INC.
- Tiffany Detvan, ChFCEdward Jones