Laura A. Hearn

CITRIN COOPERMAN WEALTH MANAGEMENT

CHICAGO, IL 60611

CRD#: 5304610

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Professional summary

Laura A. Hearn, CFP®, CPWA®, who also goes by Laura Ann Hearn, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Laura has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Ann Hearn

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 Laura A. Hearn's CRS (Customer Relationship Summary).

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: 2007

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-11-02

Expire date: 2023-10-31

Experience

Current

June 30, 2026 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Office #1: 455 North Cityfrong Plaza Drive Nbc Tower, Suite 1610, Chicago, IL 60611

RIA

CRD#: 317528

CHICAGO, IL

Past

December 6, 2023 - May 11, 2026

RWA WEALTH PARTNERS

RIA

CRD#: 156984

Chicago, IL

Past

November 15, 2022 - November 27, 2023

BRIGHTON JONES LLC

RIA

CRD#: 108601

Chicago, IL

Past

November 1, 2021 - October 9, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Chicago, IL

Past

October 13, 2021 - October 9, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Chicago, IL

Past

March 29, 2007 - June 11, 2021

CURI CAPITAL, LLC

RIA

CRD#: 134249

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 Approved)

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

Illinois
(6/30/2026)

IAR

Texas
(6/30/2026)

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

Series 63

Date: 12/6/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/28/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/30/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/22/2021

Securities Industry Essentials Examination

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 Approved)

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Contact information

Main Address

50 Rockefeller Plaza, New York, NY 10020

Mailing Address

Phone number

(212) 697-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (11/30/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 1,626,110,870

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
09/25/2024	Cover Page	Report
07/28/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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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Firm Stability Insights

Laura A. Hearn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura A. Hearn's CRS (Customer Relationship Summary).

Certified licenses

Experience

RWA WEALTH PARTNERS

BRIGHTON JONES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CURI CAPITAL, LLC

Primary Firm SEC Registration

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/6/2021

Series 65

Date: 3/28/2007

Series 7TO

Date: 10/30/2021

SIE

Date: 10/22/2021

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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