Laura Bertagnolli, financial advisor Crown Point IN

Laura Bertagnolli

CRD Number: 1310747
Current Firm: Stifel, Nicolaus & Company, Incorporated

Laura Bertagnolli (CRD# 1310747) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 30 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Schererville, IN Sep 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Laura M. Bertagnolli
Phone Number: 314-342-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
  • 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, WY

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