Laura Ann Barnard
Investment adviser representative at Wealth Management Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$793.5MFirm 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
Experience
11 years in the industry.
- Wealth Management Partners, LLCJul 2021 to now
- LPL Financial, LLCFeb 2018 to Jul 2021
- Raymond James Financial Services Advisors Inc.Feb 2017 to Jan 2018
- Raymond James Financial Services, Inc.Feb 2016 to Jan 2018
- Wealth Management PartnersApr 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wealth Management Partners, LLC
$793.5MAssets managed
799Clients
9Advisers
6 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
- 6482459
- Firm CRD
- 309790