Claim Profile
LS

Laura Consuelo Steagall-Cissell

VERIDAN WEALTH·WEST LINN, Oregon
Unclaimed Profile
1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 1754909Firm CRD# 329666
01

About

Laura Consuelo Steagall-Cissell is a registered financial advisor based in WEST LINN, Oregon, affiliated with VERIDAN WEALTH. 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
VERIDAN WEALTH
VERIDAN WEALTH
AUM
$289M
Regulatory assets under management
Employees
5
Total firm employees
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# 1754909
Firm CRD# 329666
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST LINN?

Browse all registered financial advisors in WEST LINN, Oregon or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty