Laura Frances Cantu
Investment adviser representative at Sendero Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$6.5BFirm assets
18 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.
- Sendero Wealth Management, LLCSep 2024 to now
- EbaySep 2023 to Sep 2024
- Aspiriant, LLCAug 2020 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Aug 2020
- Rbfcu Investments Group, LLCAug 2017 to Jan 2018
- Randolph Brooks Federal Credit UnionMay 2017 to Aug 2017
- The Finish LineNov 2016 to Dec 2016
- University of Texas At San AntonioAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sendero Wealth Management, LLC
$6.5BAssets managed
369Clients
21Advisers
18 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
- 7020956
- Firm CRD
- 145594