Laura
Mattia
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Laura Mattia is a financial advisor based in Sarasota, Florida, working with Wealth Enhancement Advisory Services, LLC. Laura has previously held positions at Stonegate Wealth Management, LLC, Atlas Fiduciary Financial, LLC, Wealth Enhancement Advisory Services, The Baron Financial Group LLC, A New Approach Financial Planning, Cumberland Advisors, University Of South Florida, and Wealth Enhancement Group. Laura has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Laura is part of Wealth Enhancement Advisory Services, LLC, which operates out of Sarasota, Florida. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Laura Mattia Work History
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Atlas Fiduciary Financial, LLC
Stonegate Wealth Management, LLC
A New Approach Financial Planning
Cumberland Advisors
University Of South Florida
The Baron Financial Group LLC
Disclosures
Please visit the SEC profile of Laura Mattia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Los Angeles, CA
Minneapolis, MN
Minneapolis, MN
Jackson, MO
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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