Laura S. Barry,  CFP<sup>&reg;</sup> - Financial Advisor

Laura S. Barry, CFP®

Managing Director

Wealthspire Advisors

330 E Kilbourn Ave, Ste 1219
Milwaukee, WI 53202-6620
FINANCIAL ADVISOR'S WEBSITE
(414) 509-1318 CONNECT WITH Laura
  • linkedin link

General

Laura Barry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in Milwaukee, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC - Certification in Long Term Care

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career Change, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources