Laura Flentye (CRD# 3239104) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Chicago, IL | Aug 2018 - Current | 5 |
| Curi Rmb Capital, LLC | Chicago, IL | Jan 2017 - Current | 7 |
| Cupps Capital Management, LLC | Chicago, IL | May 2000 - Dec 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- IL
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Total Assets Under Management8,484MILLIONS
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Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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