Laura L. Maksymkow

B&E INVESTMENT ADVISERS

Wayzata, MN 55391-1621

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CRD#: 2885790

Professional summary

Laura Louise Maksymkow, ChFC®, who also goes by Laura Louise Brink, Laura Louise Stumo, is a registered financial advisor currently at B&E INVESTMENT ADVISERS, INC. located in Wayzata, Minnesota and VALMARK SECURITIES, INC. located in Wayzata, Minnesota.

Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Laura has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Louise Brink | Laura Louise Stumo

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.

1. SINCE 1/2005 GENERAL MEMBER AND 1/6 OWNER WITH MY BROTHERS/SISTERS OF SOUTHPIT LLC. A GRAVEL PIT LOCATED IN GRAND RAPIDS MN; 40HRS/YR, NONE DURING DAY; BOOKKEEPING DUTIES; NOT INVESTMENT RELATED. 2.Business & Estate Advisers, Inc.; Wayzata, MN; investment related; 10% owner; vice president; income reported via k-1 each year. 3. B&E Pension Advisers, Inc.; Wayzata, MN; 10% owner; Vice president; third party administrator for retirement plants; investment related; ownership earnings reported via K-1. 4. B&E Investment Advisers, Inc.; Wayzata, MN; 10% owner; Vice president; Registered investment adviser operations; investment related; ownership earnings reported via K-1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Louise Maksymkow'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

December 4, 2019 - Present

B&E INVESTMENT ADVISERS, INC.

Office #1: 282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621

RIA

CRD#: 129374

Wayzata, MN

Current

September 8, 2008 - Present

VALMARK SECURITIES, INC.

Office #1: 282 East Wayzata Blvd., Wayzata, MN 55391

CRD#: 31243

Wayzata, MN

Past

August 25, 1997 - August 18, 2008

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/1/2024)

IAR

Florida
(4/3/2025)

Minnesota
(9/8/2008)

IAR

Minnesota
(12/4/2019)

IAR

Wisconsin
(12/4/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

B&E INVESTMENT ADVISERS, INC.

CRD#: 129374 / SEC#:

Florida

Registered Investment Advisory firm - (4/3/2025 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2004 Approved)

Wisconsin

Registered Investment Advisory firm - (4/6/2004 Approved)

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Contact information

Main Address

282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621

Mailing Address

Po Box 679, Wayzata, MN 55391-0679

Phone number

(952) 475-0440

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Laura L. Maksymkow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Louise Maksymkow's CRS (Customer Relationship Summary).

Certified licenses

Experience

B&E INVESTMENT ADVISERS, INC.

VALMARK SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/18/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2009

Series 6

Date: 8/23/1997

FINRA

Current Firm

B&E INVESTMENT ADVISERS, INC.

Contact information

Documents

Red Flags

Company Information

B&E INVESTMENT ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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