Empowering Your Financial Future with Confidence

Laura Lynne Demert – Is a trusted Financial Expert with Over 30 Years of Experience in Wealth Management, Investment Strategy, and Retirement Planning.

30+ Years Experience
48 State Licenses
1.8k+ Happy Clients
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About Laura

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Laura Lynne Demert

Licensed Financial Consultant

As a Licensed Financial Consultant, I offer expert guidance backed by over $20 million in client assets and a strong history of helping individuals and businesses thrive. My approach is built around understanding your unique financial situation and creating tailored strategies that align with your goals—whether that’s securing a comfortable retirement, reducing your tax burden, or navigating a business transition. I'm here to help you build a plan with clarity and confidence.

Comprehensive Wealth Management
Investment Management
Financial Planning
Business Owner Services

Laura Lynne Demert

Licensed Financial Planner

Work Experiences

(15 years)

RAYMOND JAMES & ASSOCIATES, INC.

(CRD# 705)

(4 years)

NORTHERN TRUST SECURITIES, INC

(CRD# 7927)

( < 1 year)

MORGAN STANLEY SMITH BARNEY LLC

(CRD# 149777)

(6 years)

CITIGROUP GLOBAL MARKETS INC.

(CRD# 7059)

(1 year)

M&T SECURITIES, INC.

(CRD# 17358)

(2 years)

SALOMON SMITH BARNEY INC.

(CRD# 7059)

(1 year)

HARRIS INVESTORS DIRECT, INC.

(CRD# 17664)

(2 years)

PAINEWEBBER INCORPORATED

(CRD# 8174)

( < 1 year)

PMG SECURITIES CORPORATION

(CRD# 27107)

Brokerage Examinations

Series 10 - (01/02/2023)

General Securities Sales Supervisor

General Module Examination

Series 9 - (1/02/2023)

General Securities Sales Supervisor

Options Module Examination

SIE - (0/01/2018)

Securities Industry Essentials Examination

Essentials Examination

Series 65 - (06/22/2020)

Uniform Investment Adviser Law Examination

Law Examination

Testimonials

Working with Laura has been a game-changer for my financial future. She took the time to understand my goals and crafted a strategy that perfectly aligned with my needs. From retirement planning to investment strategies, Laura’s advice is always insightful, practical, and backed by years of experience. I feel more confident and in control of my financial situation than ever before!

Saul Goodman

Client

Laura’s expertise and personalized approach were exactly what I needed. She helped me navigate the complexities of tax planning and set up a financial plan that supports both my current needs and long-term aspirations. What stands out the most is her ability to break down complex concepts in a way that’s easy to understand. I highly recommend her services!

Sara Wilsson

Designer

I’ve worked with a few financial advisors over the years, but Laura is by far the best. Her knowledge, attention to detail, and commitment to my financial success set her apart. She doesn’t just give generic advice; she truly listens and customizes everything to fit my specific situation. Thanks to her, I’m on track to meet my financial goals with greater clarity and confidence.

Matt Brandon

Freelancer

I can’t thank Laura enough for the incredible guidance she’s provided over the years. As a small business owner, navigating my personal and business finances was overwhelming, but Laura’s expertise helped me make smart, informed decisions. Her strategies have not only saved me money, but also given me the peace of mind to focus on growing my business. She’s truly a financial partner I trust!

Jena Karlis

Store Owner

Professional Financial Services

Empowering You with Trusted Financial Advice and Guidance

Laura Lynne Demert offers expert financial planning, investment strategies, and retirement solutions tailored to your unique goals and needs.

Contact me

Reach out to Me for inquiries, support, or feedback. I am here to assist you!

Feel free to contact Me anytime for any assistance, feedback, or inquiries. I am always ready to help you!

info@lauralynnedemert.online
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