Laura Anne Bereiter
Investment adviser representative at White Oaks Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$618.3MFirm 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
11 years in the industry.
- White Oaks Wealth Advisors, Inc.Oct 2015 to now
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
White Oaks Wealth Advisors, Inc.
$618.3MAssets managed
219Clients
2Advisers
11 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
- 6713023
- Firm CRD
- 173522