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Laura Consuelo Steagall-Cissell

VERIDAN WEALTH·WEST LINN, Oregon
SIE, Series 3, Series 7, Series 66Clean record22 years registeredVERIDAN WEALTH
1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 1754909Firm CRD# 329666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Consuelo Steagall-Cissell · WEST LINN, OR
Registration
CRD #1754909 · VERIDAN WEALTH · 22 years registered
Brand Profile
Not yet started
01

Career History

VERIDAN WEALTH
Jun 2024 – present
AMERIPRISE FINANCIAL SERVICES, LLC
Aug 2003 – Jun 2024
WEST LINN, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 66
Registration record
First registered · August 28, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERIDAN WEALTH
CRD 329666 · SEC 801-130309
AUM
$289M
Regulatory assets under management
Employees
5
670 client accounts
Services offered by VERIDAN WEALTH
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERIDAN WEALTH →
Introduction

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05

Frequently Asked Questions

What services does Laura Consuelo Steagall-Cissell offer?
Laura Consuelo Steagall-Cissell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.
What are Laura Consuelo Steagall-Cissell's credentials?
Laura Consuelo Steagall-Cissell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Consuelo Steagall-Cissell located?
Laura Consuelo Steagall-Cissell is based in WEST LINN, Oregon, working with VERIDAN WEALTH. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.
How does Laura Consuelo Steagall-Cissell charge for services?
Laura Consuelo Steagall-Cissell'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 VERIDAN WEALTH?
VERIDAN WEALTH has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERIDAN WEALTH

Melody Kay Rice
WEST LINN, OR
Patrick J Haley
WEST LINN, OR

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Research
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