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Laura Ann Ruiz

WIDMANN FINANCIAL SERVICES, INC.·BOWIE, Maryland
Clean recordWIDMANN FINANCIAL SERVICES, INC.
4321 NORTHVIEW DRIVE, BOWIE, MD 20716CRD# 4035961Firm CRD# 289106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Ann Ruiz · BOWIE, MD
Registration
CRD #4035961 · WIDMANN FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laura Ann Ruiz is a registered financial advisor based in BOWIE, Maryland, affiliated with WIDMANN FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WIDMANN FINANCIAL SERVICES, INC.
WIDMANN FINANCIAL SERVICES
AUM
$341M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WIDMANN FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4035961
Firm CRD# 289106
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Ann Ruiz offer?
Laura Ann Ruiz specializes in Financial Planning, Investment Management. Contact their office in BOWIE, Maryland for a consultation.
What are Laura Ann Ruiz's credentials?
Laura Ann Ruiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Ann Ruiz located?
Laura Ann Ruiz is based in BOWIE, Maryland, working with WIDMANN FINANCIAL SERVICES, INC.. Their office serves clients in the BOWIE metropolitan area and surrounding communities.
How does Laura Ann Ruiz charge for services?
Laura Ann Ruiz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIDMANN FINANCIAL SERVICES, INC.?
WIDMANN FINANCIAL SERVICES, INC. has approximately 10 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WIDMANN FINANCIAL SERVICES, INC.

Robert Priester Ready
BOWIE, MD
Arden Thomas Widmann
BOWIE, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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