Laurie Schoen is a registered investment advisor at Empire Retirement Plans, LLC, based in Utica, NY, with 35 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
133 Business Park Drive, Utica, NY, 13502
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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.
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Laurie is affiliated with Osaic Wealth Inc. and recommends/monitors investments for clients. She also dedicates about a quarter of her time as a retirement plan advisor for Empire Retirement Plans.
Employment History
Current Registrations
Empire Retirement Plans, LLC
Paradigm Consulting, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
D'arcangelo Financial Group, LLC
Paradigm Consulting, INC.
State Registrations9 states
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