Unclaimed Profile

Laurie Ann Haelen

TOMPKINS WEALTH MANAGEMENT INC.·PITTSFORD, New York

TOMPKINS WEALTH MANAGEMENT INC.

179 SULLY'S TRAIL, PITTSFORD, NY 14534-4599CRD# 2312342Firm CRD# 110125

Profile Verification

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

Identity

Laurie Ann Haelen · PITTSFORD, NY

Registration

CRD #2312342 · TOMPKINS WEALTH MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Laurie Ann Haelen is a registered financial advisor based in PITTSFORD, New York, affiliated with TOMPKINS WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOMPKINS WEALTH MANAGEMENT INC.

TOMPKINS FINANCIAL ADVISORS

AUM

$633M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOMPKINS WEALTH MANAGEMENT INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2312342

Firm CRD# 110125

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Laurie Ann Haelen offer?

Laurie Ann Haelen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.

What are Laurie Ann Haelen's credentials?

Laurie Ann Haelen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurie Ann Haelen located?

Laurie Ann Haelen is based in PITTSFORD, New York, working with TOMPKINS WEALTH MANAGEMENT INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Laurie Ann Haelen charge for services?

Laurie Ann Haelen'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 TOMPKINS WEALTH MANAGEMENT INC.?

TOMPKINS WEALTH MANAGEMENT INC. has approximately 19 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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