Jeffrey Michael Laughlin
Investment adviser representative at Fidelis Financial Planning, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$160MFirm 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
Experience
15 years in the industry.
- Fidelis Financial Planning, LLCJan 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Fidelis Financial Planning, LLC
$160MAssets managed
149Clients
1Advisers
1 yearIn 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
- 5525660
- Firm CRD
- 141698