AdvisorOS Directory
Claim Profile
Unclaimed Profile
LR

Laura Ann Ruiz

WIDMANN FINANCIAL SERVICES, INC.·BOWIE, Maryland
SIE, Series 7, Series 24, Series 66Clean record7 years registeredWIDMANN 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. · 7 years registered
Brand Profile
Not yet started
01

Career History

WIDMANN FINANCIAL SERVICES
Oct 2025 – present
COMMONWEALTH FINANCIAL NETWORK
Jul 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · July 9, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WIDMANN FINANCIAL SERVICES, INC.
CRD 289106 · SEC 801-111962
AUM
$341M
Regulatory assets under management
Employees
10
932 client accounts
Services offered by WIDMANN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WIDMANN FINANCIAL SERVICES, INC. →
Introduction

Speak with Laura

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

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

Looking for a financial advisor in BOWIE?

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

Browse BOWIE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WIDMANN FINANCIAL SERVICES, INC.

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile