Laurie Grace Cortner
Investment adviser representative at Vestia Personal Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Vestia Personal Wealth AdvisorsMay 2026 to now
- Waddell & AssociatesFeb 2024 to May 2026
- LululemonOct 2023 to Feb 2024
- Dress UpOct 2023 to Jan 2024
- Not EmployedSep 2023 to Sep 2023
- The Federal Savings BankApr 2023 to Aug 2023
- Cerity PartnersJan 2023 to Apr 2023
- Argi Investment Services, LLCMay 2021 to Jan 2023
- Bowling Green Country ClubJun 2020 to May 2021
- Western Kentucky UniversityAug 2017 to Jun 2020
- Caldwell County High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 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
- 7419054
- Firm CRD
- 290565