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Jeffrey Michael Laughlin

FIDELIS FINANCIAL PLANNING, LLC·SAINT CHARLES, Missouri
Unclaimed Profile
42 PORTWEST CT, SAINT CHARLES, MO 63303-5958CRD# 5525660Firm CRD# 141698
01

About

Jeffrey Michael Laughlin is a registered financial advisor based in SAINT CHARLES, Missouri, affiliated with FIDELIS FINANCIAL PLANNING, LLC. 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
03

Firm Overview

Firm
FIDELIS FINANCIAL PLANNING, LLC
FIDELIS FINANCIAL PLANNING, LLC
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIDELIS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5525660
Firm CRD# 141698
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Laughlin offer?
Jeffrey Michael Laughlin specializes in Financial Planning, Investment Management. Contact their office in SAINT CHARLES, Missouri for a consultation.
What are Jeffrey Michael Laughlin's credentials?
Jeffrey Michael Laughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Laughlin located?
Jeffrey Michael Laughlin is based in SAINT CHARLES, Missouri, working with FIDELIS FINANCIAL PLANNING, LLC. Their office serves clients in the SAINT CHARLES metropolitan area and surrounding communities.
How does Jeffrey Michael Laughlin charge for services?
Jeffrey Michael Laughlin'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 FIDELIS FINANCIAL PLANNING, LLC?
FIDELIS FINANCIAL PLANNING, LLC has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT CHARLES
Jack David White — FIDELIS FINANCIAL PLANNING, LLCJeff Ryan Locker — AXIUS ADVISORS LLCThomas Robert Reed — AXIUS ADVISORS LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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