Laura N. Jansen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Laura Nancy Jansen, CFP®, who also goes by Laura Nancy Fisher, was a registered financial professional .
Laura is a previously registered financial professional and started their career in finance in 2003. Laura had worked at 6 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 21, 2022 - July 22, 2024
IRONWOOD INVESTMENT COUNSEL, LLC
March 27, 2019 - February 11, 2022
BRIGHTON JONES LLC
January 12, 2012 - April 20, 2018
TFO FAMILY OFFICE PARTNERS
February 21, 2008 - December 5, 2011
GFO ADVISORY SERVICES, LLC
March 23, 2004 - May 1, 2008
INLIGN WEALTH MANAGEMENT, LLC
July 16, 2003 - March 3, 2004
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Primary Firm SEC Registration
IRONWOOD INVESTMENT COUNSEL, LLC
CRD#: 110623 / SEC#: 801-60073
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
IRONWOOD INVESTMENT COUNSEL, LLC
CRD#: 110623 / SEC#: 801-60073
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,349 |
| AUM (Assets Under Management) | $ 1,511,170,253 |
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.
