Laura
Schilling

Financial Innovations, LLC

CRD#4523323
Investment Advisor
in Atlanta, GA
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About this Advisor

Laura Schilling is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor with Financial Innovations, LLC, they have accrued an impressive 21 years of professional experience as a financial advisor. Schilling maintains a Series 63 license, qualifying them as a securities representative. Schilling is registered to work with investors based out of Georgia and Texas. Over the course of their career, Schilling has held roles at Triad Advisors, Inc, Laura K Schilling, Esq., Cpa, Csa and Financial Innovations, LLC. Financial Innovations, LLC is based out of Atlanta, Georgia. As a registered advisory firm, Financial Innovations, LLC manages $215 million in assets dispersed across 711 accounts and retains three staff members. The level of assets currently under the firm's management places it among the mid-sized financial advisory firms in the nation. Currently 34% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Financial Innovations, LLC can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6111 Peachtree Dunwoody Road Suite F101
Atlanta, GA 30328

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Financial Innovations, LLC Brokerage Details

Total Assets Under Management

$213,163,651

GA Average: $3,570,121,308
Total Number of Employees

4

GA Average: 58
Total Number of Accounts

781

GA Average: 1,608
Average Account Size

$272,937

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Laura Schilling Work History

Laura has 21 years of experience.

2005 - Present (14 years)

Financial Innovations, LLC

2003 - Present (16 years)

Triad Advisors, Inc

1997 - Present (22 years)

Laura K Schilling, Esq., Cpa, Csa

Disclosures

Laura Schilling has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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