LAUGHNA FINANCIAL PLANNING LLC
Firm details
- Headquarters
- ,
- CRD number
- 307940
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.16%
- Individuals21.84%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Laughna Financial Planning LLC operates as a limited liability company focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured to offer a combination of advisory activities, including educational seminars and workshops, aimed at enhancing clients' financial literacy. While it does not actively engage in ESG investing, Laughna Financial Planning has carved out a niche in the wealth management space by emphasizing personalized financial strategies tailored to individual client needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
1 of 1LYNNE LAUGHNA
Financial PlannerCRD 2475295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations