Laurel Anne Hackett
Investment adviser representative at Bw & Associates, Inc.
24 yearsExperience
2 statesRegistered in
$692.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Cetera Wealth Services, LLCNov 2017 to now
- Bw & Associates, Inc.Jan 2010 to now
- Girard Securities, Inc.Jan 2002 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bw & Associates, Inc.
Legal name: Bonnie Wusz & Associates, Inc.
$692.8MAssets managed
529Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3223067
- Firm CRD
- 116471