Laurel Fitzsimmons
Investment adviser representative at Highland Consulting Associates Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$21.9BFirm 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
12 years in the industry.
- Highland Consulting Associates, Inc.Jun 2021 to now
- Marc'sJun 2020 to Jan 2021
- Ohio State UniversityJun 2019 to Aug 2019
- Mount Vernon Nazarene UniversityAug 2018 to May 2022
- Triway High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Highland Consulting Associates Inc.
$21.9BAssets managed
167Clients
2Advisers
32 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
- 8150378
- Firm CRD
- 109834