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Laurie Ann Haelen

TOMPKINS WEALTH MANAGEMENT INC.·PITTSFORD, New York
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179 SULLY'S TRAIL, PITTSFORD, NY 14534-4599CRD# 2312342Firm CRD# 110125
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOMPKINS WEALTH MANAGEMENT INC.
TOMPKINS FINANCIAL ADVISORS
AUM
$633M
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2312342
Firm CRD# 110125
1 disclosure on file
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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