Financial Innovations, LLC

Investment Advisor
in Atlanta, GA
Are you Laura Schilling? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

6111 Peachtree Dunwoody Road Suite F101
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Financial Innovations, LLC Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


Laura Schilling has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started