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SL

Stephanie A. Laude

K2 WEALTH MANAGEMENT LLC
CHICAGO, IL 60622
Some features on this profile are disabled
CRD#: 6663440
SL

Professional summary

Stephanie Ann Laude, CFP® is a registered financial advisor currently at K2 WEALTH MANAGEMENT LLC located in Chicago, Illinois.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stephanie has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Stephanie Ann Laude'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

November 13, 2025 - Present

K2 WEALTH MANAGEMENT LLC

Office #1: 1200 N. Ashland Ave. Suite 500, Chicago, IL 60622
RIA
CRD#: 332264
CHICAGO, IL
Past

December 14, 2022 - September 29, 2025

CORIENT

RIA
CRD#: 319448
ITASCA, IL
Past

May 15, 2017 - March 31, 2023

BALASA DINVERNO FOLTZ LLC

RIA
CRD#: 113630
ITASCA, IL

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
(11/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2017
Uniform Investment Adviser Law Examination

Current Firm

KW
K2 WEALTH MANAGEMENT LLC
K2 WEALTH MANAGEMENT LLC

CRD#: 332264 / SEC#:

Colorado
Registered Investment Advisory firm - (5/14/2025 Approved)
Illinois
Registered Investment Advisory firm - (11/6/2024 Approved)
Kansas
Registered Investment Advisory firm - (4/24/2025 Approved)
Nebraska
Registered Investment Advisory firm - (2/14/2025 Approved)
New York
Registered Investment Advisory firm - (5/30/2025 Approved)
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Contact information

Main Address
1200 N. Ashland Ave. Suite 500, Chicago, IL 60622
Mailing Address
Phone number
(872) 227-7652
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

K2 WEALTH MANAGEMENT LLC

CRD#: 332264Chicago, IL 60622

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