Laureate Wealth Management, LLC
Laureate Wealth Management, LLC (CRD# 172519) is a financial advisory firm headquartered in Glen Ellyn, IL. They manage $47,803,949 in 92 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$519,608
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Lindsey Feyereisen (CRD# 6652829) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has 1 year of experience in the finance industry.
Jeremiah Boynton (CRD# 4313911) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 15 years of experience in the finance industry. Jeremiah Boynton 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.