Laura W Neal
Investment adviser representative at Fiduciary Counselling Inc
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
59 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Fiduciary Counselling Inc.Jun 2026 to now
- Cresset Asset Management, LLCJun 2025 to Jun 2026
- ArootahOct 2024 to Jun 2025
- RoverOct 2024 to Jun 2025
- Iconiq CapitalApr 2018 to Sep 2024
- Rmb Capital Management, LLCJan 2014 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Fiduciary Counselling Inc
$10.1BAssets managed
1,761Clients
17Advisers
59 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
- 6168535
- Firm CRD
- 104753