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LM

Laura Morton

WEALTH ADVISORS GROUP
Fort Wayne, IN 46845
Some features on this profile are disabled
CRD#: 6786025
LM

Professional summary

Laura Morton, who also goes by Laura Beth Hall, Laura Beth Morton, is a registered financial advisor currently at WEALTH ADVISORS GROUP located in Fort Wayne, Indiana.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Laura has worked at 6 firms and has passed the Series 65, SIE and Series 6TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laura Beth Hall | Laura Beth Morton

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 Morton'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®
None

Experience

Current

March 23, 2026 - Present

WEALTH ADVISORS GROUP

Office #1: 12726 Coldwater Road, Fort Wayne, IN 46845
RIA
CRD#: 122050
Fort Wayne, IN
Past

August 7, 2025 - January 13, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Fort Wayne, IN
Past

May 2, 2022 - October 25, 2022

PERSONAL WEALTH PARTNERS LLC

RIA
CRD#: 172055
Auburn, IN
Past

January 7, 2022 - April 30, 2025

CX INSTITUTIONAL, LLC

RIA
CRD#: 292627
AUBURN, IN
Past

June 7, 2021 - November 15, 2021

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
LaGrange, IN
Past

July 9, 2019 - April 1, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FORT WAYNE, IN

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".
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA
Registered Investment Advisory firm - (1/2/2009 Approved)
Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)

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
Indiana
(3/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/12/2019
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA
Registered Investment Advisory firm - (1/2/2009 Approved)
Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
12726 Coldwater Road, Fort Wayne, IN 46845
Mailing Address
Phone number
(260) 619-3100
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WAG FORM ADV PART 2A (3/20/2025)
WAG WRAP FEE PROGRAM BROCHURE SUPPLEMENT (3/20/2025)

Regulatory assets under management

Total Number of Accounts2,848
AUM (Assets Under Management)$ 1,127,499,798

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.

Company Information

WEALTH ADVISORS GROUP

CRD#: 122050Fort Wayne, IN 46845

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