Laura
Cuber

Bartlett & Co. Wealth Management LLC

CRD#6779307
Investment Advisor
in Chicago, IL

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About this Advisor

Laura Cuber is a financial advisor based in Chicago, Illinois, working with Bartlett & Co. Wealth Management LLC. Laura has previously held positions at Mercer Global Advisors Inc, Kanaly Trust Services, Mercer Global Advisors, and Bartlett & Co. Wealth Management LLC. Laura is registered to provide services in Illinois. Currently, Laura is part of Bartlett & Co. Wealth Management LLC, which operates out of Chicago, Illinois. The firm has 2 offices and 77 employees. The firm manages assets totaling $8.4 billion and 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, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bartlett & Co. Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 South Wacker Drive Suite 3050
Chicago, IL 60606

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Bartlett & Co. Wealth Management LLC Brokerage Details

Total Assets Under Management

$8,441,109,220

IL Average: $2,106,341,625
Total Number of Employees

77

IL Average: 34
Total Number of Accounts

5,859

IL Average: 1,972
Average Account Size

$1,440,708

IL Average: $1,068,125

Investment Advisory Services

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

Laura Cuber Work History

2022 - Present (2 years)

Bartlett & Co. Wealth Management LLC

2022 - 2022 (< 1 year)

Mercer Global Advisors

2017 - 2022 (5 years)

Mercer Global Advisors Inc

2014 - 2017 (3 years)

Kanaly Trust Services

Disclosures

Please visit the SEC profile of Laura Cuber 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 Bartlett & Co. Wealth Management LLC

Brian Walker
Cincinnati, OH
Gina Slayton
Cincinnati, OH
Laura Cuber
Chicago, IL
Matthew Buse
Chicago, IL
Justin Ellis
Cincinnati, OH
Mary Jones
Louisville, KY
Brian Antenucci
Cincinnati, OH
Kailyn Neat
Cincinnati, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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