Laura
Fasan

Providence Wealth Advisors, LLC

CRD#2894206
Investment Advisor
in Frankfort, IL

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About this Advisor

Laura Fasan is a financial advisor based in Frankfort, Illinois, working with Providence Wealth Advisors, LLC. Laura has previously held positions at Standard Bank & Trust (acquired by First Midwest Bank), Infinex Investments, Inc, Providence Wealth Advisors, LLC, First Midwest Bank, and LPL Financial LLC. Laura has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Laura is part of Providence Wealth Advisors, LLC, which operates out of Frankfort, Illinois. The firm has 2 offices and 11 employees. The firm manages assets totaling $571.6 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Providence Wealth Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

20220 South Lagrange Road
Frankfort, IL 60423

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Providence Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$571,570,333

IL Average: $6,674,516,078
Total Number of Employees

11

IL Average: 44
Total Number of Accounts

1,253

IL Average: 2,564
Average Account Size

$456,161

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Laura Fasan Work History

2017 - Present (7 years)

Providence Wealth Advisors, LLC

2017 - 2017 (< 1 year)

First Midwest Bank

2017 - 2017 (< 1 year)

Lpl Financial LLC

2009 - 2017 (8 years)

Infinex Investments, Inc

2007 - 2017 (10 years)

Standard Bank & Trust (Accquired By First Midwest Bank)

Disclosures

Please visit the SEC profile of Laura Fasan 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 Providence Wealth Advisors, LLC

Nicole Smit
Frankfort, IL
Jay Faler
Frankfort, IL
Brian Granato
Frankfort, IL
Douglas Degroot
Frankfort, IL
Laura Fasan
Frankfort, IL

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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