Laura Chiesman, financial advisor Satellite Beach FL
84 score

Laura Chiesman

CRD Number: 1390267
Current Firm: Firstwave Financial

Laura Chiesman (CRD# 1390267) is an Investment Advisor Representative working at Firstwave Financial in Satellite Beach, FL and has over 24 years of experience in the finance industry. Laura Chiesman 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
Firstwave Financial Inc(formerly Cpa Wealth Management Services) Satellite Beach, FL Jan 2016 - Current 2
Firstwave Financial Inc(formerly Cpa Wealth Management Services) Satellite Beach, FL Sep 2002 - Current 15
Cpa Wealth Management Services Satellite Beach, FL Aug 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Mar 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Laura K. Chiesman
Phone Number: 321-773-7773
Firm Website:
Registered State(s):
  • FL
  • TX
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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