Lynne M. Laughna

LAUGHNA FINANCIAL PLANNING LLC | Financial Planner, Founder at Laughna Financial Planning, LLC

Satellite Beach, FL

CRD#: 2475295

Professional summary

Lynne Maureen Laughna, CFP®, who also goes by Lynne Maureen Strynchuk, is a registered financial advisor currently at LAUGHNA FINANCIAL PLANNING LLC located in Satellite Beach, Florida.

Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lynne has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Lynne Maureen Strynchuk

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynne Maureen Laughna's 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: 2002

Experience

Current

July 29, 2020 - Present

LAUGHNA FINANCIAL PLANNING LLC

RIA

CRD#: 307940

Satellite Beach, FL

Past

October 21, 2010 - February 6, 2020

MOISAND FITZGERALD TAMAYO, LLC

RIA

CRD#: 109419

Orlando, FL

Past

March 13, 2000 - December 31, 2010

FINANCIAL & INVESTMENT SERVICES, P.A.

RIA

CRD#: 144563

MELBOURNE, FL

Past

December 10, 1997 - October 11, 1999

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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

Florida
(7/29/2020)

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: 11/25/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/1997

General Securities Representative Examination

Current Firm

LAUGHNA FINANCIAL PLANNING LLC

LAUGHNA FINANCIAL PLANNING LLC | LAUGHNA FINANCIAL PLANNING, LLC

CRD#: 307940 / SEC#:

Florida

Registered Investment Advisory firm - (7/29/2020 Approved)

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Contact information

Main Address

Satellite Beach, FL

Mailing Address

Phone number

321-757-4646/ 321-432-0823

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 5,859,528

Red Flags

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

Contact information

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Lynne M. Laughna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynne Maureen Laughna's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAUGHNA FINANCIAL PLANNING LLC

MOISAND FITZGERALD TAMAYO, LLC

FINANCIAL & INVESTMENT SERVICES, P.A.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/1997

Series 7

Date: 12/9/1997

Current Firm

LAUGHNA FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAUGHNA FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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