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Jeffrey Michael Laughlin

FIDELIS FINANCIAL PLANNING, LLC·SAINT CHARLES, Missouri
Series 65Clean record18 years registeredFIDELIS FINANCIAL PLANNING, LLC
42 PORTWEST CT, SAINT CHARLES, MO 63303-5958CRD# 5525660Firm CRD# 141698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Laughlin · SAINT CHARLES, MO
Registration
CRD #5525660 · FIDELIS FINANCIAL PLANNING, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

FIDELIS FINANCIAL PLANNING, LLC
Jan 2011 – present
MONETA GROUP INVESTMENT ADVISORS, LLC
May 2008 – Jan 2011
CLAYTON, MO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 19, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDELIS FINANCIAL PLANNING, LLC
CRD 141698 · SEC 801-131701
AUM
$140M
Regulatory assets under management
Employees
3
500 client accounts
Services offered by FIDELIS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIDELIS FINANCIAL PLANNING, LLC →
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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 at FIDELIS FINANCIAL PLANNING, LLC

Jack David White
SAINT CHARLES, MO

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Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
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