Laura Bienz
Investment adviser representative at Rockefeller Capital Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Rockefeller Financial LLCSep 2026 to now
- Rocekfeller Financial LLCSep 2026 to now
- Stifel Nicolaus & Co IncSep 2019 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
8 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
- 5529702
- Firm CRD
- 291361