Laura Bare, financial advisor Chicago IL
93 score

Laura Bare

CRD Number: 5899122
Current Firm: Waddell & Reed

Laura Bare (CRD# 5899122) is an Investment Advisor Representative working at Waddell & Reed in Chicago, IL and has over 5 years of experience in the finance industry. Laura Bare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Laura Bare Planning Chicago, IL Jun 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Chicago, IL May 2015 - Current 1
Waddell & Reed, Inc. Chicago, IL May 2015 - Current 1
Rental Property Chicago, IL Mar 2010 - Current 6
Groupe Professionnel Francophone Chicago, IL Jun 2004 - Current 12
Laura Bare Ira Chicago, IL Mar 2001 - Current 15
Ameriprise Financial Chicago, IL Mar 2011 - May 2015 4
Chicago Divorce Toolkit Chicago, IL Jun 2014 - Apr 2015 < 1
Wintrust Mortgage Chicago, IL Feb 2009 - Mar 2011 2
Reithoffer Realty Chicago, IL Jun 2004 - Mar 2011 6
Rlca Chicago, IL May 2008 - Feb 2009 < 1
Prime Mortgage Bancshares Chicago, IL Jan 2008 - May 2008 < 1
Chicago Bancorp Chicago, IL Jun 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Laura V. Bare
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IL
  • MI
  • OH
  • WI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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