Laura Katherine Werner
Investment adviser representative at Bentoak Capital
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$969.8MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Garrett Wealth Advisory Group, LLCJun 2023 to now
- Bentoak CapitalJan 2022 to now
- LPL Financial LLCJan 2022 to Dec 2024
- Texas Tech UniversitySep 2019 to May 2023
- Lonestar Shooting SportsSep 2019 to Dec 2021
- Odessa Country ClubJun 2019 to Aug 2019
- Odessa Country ClubJun 2018 to Aug 2018
- Odessa Country ClubJun 2017 to Aug 2017
- Midland IsdJul 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bentoak Capital
Legal name: Garrett Wealth Advisory Group, LLC
$969.8MAssets managed
798Clients
19Advisers
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
- 7494184
- Firm CRD
- 173563