Robert Steven Laura
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Laura
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Years of Experience
26 years in the financial services industry
Current & Past Employments
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Current Firm
WEALTH & WELLNESS GROUP, LLC
Contact Information
Main Address
690 Hope St. Suite B, Brighton, MI 48116Phone Number
(888) 267-1138# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
221AUM (Assets Under Management)
$65,223,000Similar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(9/15/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2004About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 2004About the Series 26 examSimilar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Steven Laura's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
