Laura C. Steagall-cissell

VERIDAN WEALTH

WEST LINN, OR 97068

Some features on this profile are disabled

CRD#: 1754909

Professional summary

Laura Consuelo Steagall-cissell, CFP®, who also goes by Laura Consuelo Cissell, Laura Consuelo Steagall, Laura Steagall, is a registered financial advisor currently at VERIDAN WEALTH located in West Linn, Oregon.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Laura has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Consuelo Cissell | Laura Consuelo Steagall | Laura Steagall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Real Estate Ownership; Single Family; 9206 N Tioga AVe, , Portland, OR, 97203; Investment-Related; 11/01/2021 / Single Family; 414 NW 22 Ave, , Portland, OR, 97210; Not Investment-Related; 10/01/2022. Business Ownership; Owner; Other; 1742 Willamette Falls Dr, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours / Co-owner; Manage Ameriprise Business; 1742 Willamette Falls DR, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Consuelo Steagall-cissell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

June 4, 2024 - Present

VERIDAN WEALTH

Office #1: 1742 Willamette Falls Dr, West Linn, OR 97068

RIA

CRD#: 329666

WEST LINN, OR

Past

August 28, 2003 - June 4, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST LINN, OR

Past

August 12, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 12, 2003 - June 4, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WEST LINN, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERIDAN WEALTH

VERIDAN WEALTH | VERIDAN WEALTH LLC

CRD#: 329666 / SEC#: 801-130309

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(6/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/25/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/2003

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/2/1987

National Commodity Futures Examination

Current Firm

VERIDAN WEALTH

VERIDAN WEALTH | VERIDAN WEALTH LLC

CRD#: 329666 / SEC#: 801-130309

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1742 Willamette Falls Dr, West Linn, OR 97068

Mailing Address

Phone number

(503) 946-9733

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	669
AUM (Assets Under Management)	$ 304,646,230

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Laura C. Steagall-cissell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Consuelo Steagall-cissell's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERIDAN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2003

Series 3

Date: 10/2/1987

Current Firm

VERIDAN WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERIDAN WEALTH

TRUST BUT VERIFY

Similar Advisors