Stephanie Ann Laude
Investment adviser representative at K2 Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$120MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- K2 Wealth Management LLCNov 2025 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Sep 2025
- Balasa Dinverno Foltz LLCJan 2017 to Dec 2022
- University of Wisconsin - Green BaySep 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
K2 Wealth Management LLC
$120MAssets managed
70Clients
3Advisers
Under 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
- 6663440
- Firm CRD
- 332264