Laura A. Barnard

WEALTH MANAGEMENT PARTNERS

Tucson, AZ 85718

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CRD#: 6482459

Professional summary

Laura Ann Barnard, CFP®, who also goes by Laura Ann Cramer, Laura Ann Smith, is a registered financial advisor currently at WEALTH MANAGEMENT PARTNERS, LLC located in Tucson, Arizona.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Laura has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Ann Cramer | Laura Ann Smith

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 Ann Barnard'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: 2019

Experience

Current

August 26, 2021 - Present

WEALTH MANAGEMENT PARTNERS, LLC

Office #1: 1980 E River Road Suite 120, Tucson, AZ 85718

RIA

CRD#: 309790

Tucson, AZ

Past

February 2, 2018 - August 19, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUCSON, AZ

Past

February 2, 2018 - August 19, 2021

LPL FINANCIAL LLC

CRD#: 6413

TUCSON, AZ

Past

February 15, 2017 - January 18, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TUCSON, AZ

Past

February 19, 2016 - January 18, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TUCSON, AZ

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".

WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA

Registered Investment Advisory firm - (10/1/2020 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

Arizona
(8/26/2021)

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 66

Date: 2/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2016

General Securities Representative Examination

Current Firm

WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA

Registered Investment Advisory firm - (10/1/2020 Approved)

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Contact information

Main Address

1980 E River Road Suite 120, Tucson, AZ 85718

Mailing Address

Phone number

(520) 297-7999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	2,085
AUM (Assets Under Management)	$ 667,042,692

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

Laura A. Barnard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Ann Barnard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WEALTH MANAGEMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2017

Series 7TO

Date: 7/7/2022

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2016

Current Firm

WEALTH MANAGEMENT PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT PARTNERS, LLC

TRUST BUT VERIFY

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