Laura
Neidert

Equity Services, Inc

CRD#2945970
Investment Advisor
in Troy, MI

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About this Advisor

Laura Neidert is a financial advisor based in Troy, Michigan, working with Equity Services, Inc. Laura has previously held positions at Waddell & Reed Inc, Lpl Financial LLC, Equity Services, Inc, Self, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, and National Life 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 Equity Services, Inc, which operates out of Troy, Michigan. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

755 W Big Beaver Road Suite 2050
Troy, MI 48084

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

MI Average: $4,257,716,217
Total Number of Employees

450

MI Average: 30
Total Number of Accounts

11,558

MI Average: 868
Average Account Size

$183,834

MI Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Laura Neidert Work History

2023 - Present (1 year)

Equity Services, Inc

2022 - Present (2 years)

National Life Group

2021 - 2021 (< 1 year)

Lpl Financial LLC

2018 - 2021 (3 years)

Waddell & Reed, Inc

2018 - 2021 (3 years)

Various Insurance Carriers For W&R Insurance Agencies

2017 - 2018 (1 year)

Self

2010 - 2017 (7 years)

Waddell & Reed Inc

Disclosures

Please visit the SEC profile of Laura Neidert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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