Walter Laub (CRD# 5833527) is an Investment Advisor Representative working at Aspire Wealth Architects in Wexford, PA and has over 13 years of experience in the finance industry. Walter Laub 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspire Wealth Architects | Pittsburgh, PA | Aug 2021 - Current | 2 |
| Aspire Wealth Architects | Pittsburgh, PA | Aug 2018 - Aug 2021 | 3 |
| Wealthcare Capital Management LLC | Austin, TX | Mar 2010 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- PA
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Total Assets Under Management227MILLIONS
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Total Number of Accounts505ACCOUNTS
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Average Account Value$449,638
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, MD, NE, OH, PA, WV
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