Laura
Wamre
Mutual Advisors, LLC
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About this Advisor
Laura Wamre is a certified financial planner working out of Albuquerque, New Mexico with 5 years of industry experience. Wamre is an employee of Mutual Advisors, LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mutual Securities, Inc, Cloak Advisors and Mutual Advisors, LLC. Wamre has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Mexico. Mutual Advisors, LLC is a business based out of Casper, WY. The firm has offices in 71 locations and a total of 262 employees. It oversees $5 billion in assets among its 20,842 client accounts, placing it among the biggest firms in the country by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually vary depending on the financial services. Fee types billed by Mutual Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Laura Wamre Work History
Laura has been registered as a financial advisor for 5 years.*
Mutual Advisors, LLC
Mutual Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Cloak Advisors
Bank Of America, N.A
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Wamre 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
