Unclaimed Profile

Laurel Anne Hackett

BONNIE WUSZ & ASSOCIATES, INC.·ORANGE, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record12 years registeredBONNIE WUSZ & ASSOCIATES, INC.

3111 N. TUSTIN STREET, ORANGE, CA 92865CRD# 3223067Firm CRD# 116471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laurel Anne Hackett · ORANGE, CA

Registration

CRD #3223067 · BONNIE WUSZ & ASSOCIATES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

BW & ASSOCIATES, INC.

Aug 2014 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · August 5, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BONNIE WUSZ & ASSOCIATES, INC.

CRD 116471 · SEC 801-108260

AUM

$523M

Regulatory assets under management

Employees

1,237 client accounts

Services offered by BONNIE WUSZ & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BONNIE WUSZ & ASSOCIATES, INC. →

Introduction

Speak with Laurel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Laurel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORANGE?

Browse all registered financial advisors in ORANGE, California or claim this profile if it's yours.

Browse ORANGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Laurel Anne Hackett offer?

Laurel Anne Hackett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORANGE, California for a consultation.

What are Laurel Anne Hackett's credentials?

Laurel Anne Hackett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurel Anne Hackett located?

Laurel Anne Hackett is based in ORANGE, California, working with BONNIE WUSZ & ASSOCIATES, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Laurel Anne Hackett charge for services?

Laurel Anne Hackett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BONNIE WUSZ & ASSOCIATES, INC.?

BONNIE WUSZ & ASSOCIATES, INC. has approximately 5 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →