Laura Kim Schilling
Investment adviser representative at Financial Innovations, LLC
29 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$535.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Ael LLCSep 2021 to now
- Eal LLCJul 2019 to now
- Lea LLCOct 2013 to now
- Financial Innovations, LLCApr 2007 to now
- Laura K Schilling, Esq., Cpa, Csa Estate Innovations, LLCAug 1997 to now
- Packaged GoodsJan 2019 to Jan 2022
- Packaged GoodsSep 2016 to Jan 2018
- Triad Advisors, Inc.Sep 2003 to Aug 2024
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Financial Innovations, LLC
$535.2MAssets managed
353Clients
2Advisers
19 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
- 4523323
- Firm CRD
- 142769