Laura A. Bereiter
WHITE OAKS WEALTH ADVISORS
Minneapolis, MN 55416
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CRD#: 6713023
Professional summary
Laura Anne Bereiter, CFP®, who also goes by Laura Cleary Nickolay, is a registered financial advisor currently at WHITE OAKS WEALTH ADVISORS, INC. located in Minneapolis, Minnesota.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Laura has worked at 1 firm .
Core Areas of Focus
Business Owners
Corporate Executives
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management
Tax Planning
Biography
Who I Work With
You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.
What Makes Us Different
As a private, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.
Question & Answer
What are your service offerings?
Education Planning
Estate Planning
Insurance Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Life Transitions
Tax Planning
Business Succession Planning
Investment Planning
Inheritance
Retirement Income Management
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Laura Cleary Nickolay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Anne Bereiter'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®
Start date: 2016
Experience
Current
September 29, 2016 - Present
WHITE OAKS WEALTH ADVISORS, INC.
Office #1: 5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416RIA
CRD#: 173522
Minneapolis, MN
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".
WHITE OAKS WEALTH ADVISORS, INC.
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522 / SEC#: 801-80576
RIA
Registered Investment Advisory firm - (11/20/2014 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
Minnesota(9/29/2016)
Exams
Current Firm
WHITE OAKS WEALTH ADVISORS, INC.
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522 / SEC#: 801-80576
RIA
Registered Investment Advisory firm - (11/20/2014 Approved)PREMIUM
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Contact information
Main Address
5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416
Mailing Address
Phone number
(612) 455-6900
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 530,043,159 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2025 | ||
| 11/27/2024 | ||
| 02/15/2024 | ||
| 06/15/2023 |
Red Flags
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Company Information
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522Minneapolis, MN 55416TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
