Robert S. Laura

WEALTH & WELLNESS GROUP

BRIGHTON, MI 48116

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CRD#: 4153364

Professional summary

Robert Steven Laura, who also goes by Bob Laura, is a registered financial advisor currently at WEALTH & WELLNESS GROUP, LLC located in Brighton, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 6, Series 7, Series 51 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Laura

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 Robert Steven Laura'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®

None

Experience

Current

September 15, 2025 - Present

WEALTH & WELLNESS GROUP, LLC

Office #1: 690 Hope St. Suite B, Brighton, MI 48116

RIA

CRD#: 337631

BRIGHTON, MI

Past

June 17, 2010 - February 27, 2026

OSBORN WEALTH MANAGEMENT

RIA

CRD#: 151446

Brighton, MI

Past

February 23, 2004 - November 22, 2004

AUTO CLUB FUNDS, INC.

CRD#: 10580

DEARBORN, MI

Past

April 7, 2000 - June 18, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 7, 2000 - June 18, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Michigan
(9/15/2025)

IAR

Texas
(12/22/2025)

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 65

Date: 5/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/20/2004

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 4/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/16/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/24/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

WEALTH & WELLNESS GROUP, LLC

CRD#: 337631 / SEC#:

Michigan

Registered Investment Advisory firm - (9/15/2025 Approved)

Texas

Registered Investment Advisory firm - (12/12/2025 Conditional Restricted)

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Contact information

Main Address

690 Hope St. Suite B, Brighton, MI 48116

Mailing Address

Phone number

(888) 267-1138

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Robert S. Laura

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Steven Laura's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSBORN WEALTH MANAGEMENT

AUTO CLUB FUNDS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2010

Series 63

Date: 2/28/2004

Series 6

Date: 2/20/2004

Series 7

Date: 4/6/2000

Series 51

Date: 4/16/2004

Series 26

Date: 3/24/2004

Current Firm

WEALTH & WELLNESS GROUP, LLC

Contact information

Documents

Red Flags

Company Information

WEALTH & WELLNESS GROUP, LLC

TRUST BUT VERIFY

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