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LN

Laura P. Nash

MADISON PARTNERS
SHENANDOAH, TX
Some features on this profile are disabled
CRD#: 6880030
LN

Professional summary

Laura Perez Nash, who also goes by Laura Michelle Nash, Laura Michelle Perez, is a registered financial advisor currently at MADISON PARTNERS located in Shenandoah, Texas.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laura has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laura Michelle Nash | Laura Michelle Perez

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 Perez Nash'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

December 5, 2025 - Present

MADISON PARTNERS

RIA
CRD#: 305824
SHENANDOAH, TX
Past

July 17, 2020 - December 8, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
THE WOODLANDS, TX
Past

July 6, 2020 - July 7, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
THE WOODLANDS, TX
Past

July 6, 2020 - December 8, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
THE WOODLANDS, TX
Past

August 23, 2018 - July 14, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
HOUSTON, TX
Past

December 15, 2017 - July 14, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
HOUSTON, TX

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".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 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
Texas
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/6/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/28/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/15/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)
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Contact information

Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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

MADISON PARTNERS

CRD#: 305824Shenandoah, TX

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