Donald Laughlin
Investment adviser representative at Wiser Advisor Group
11 yearsExperience
1 stateRegistered in
$127.8MFirm assets
3 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
- Pension consulting
Experience
11 years in the industry.
- Wiser Advisor GroupNov 2025 to now
- White Mountain Economic DevelopmentDec 2019 to now
- Pinnacle Transplant CompanyMar 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wiser Advisor Group
Legal name: Wiser Advisor Group LLC
$127.8MAssets managed
154Clients
3Advisers
3 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
- 8189910
- Firm CRD
- 326579