RL
RL

Robert Steven Laura

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
139 clients
Average Client Portfolio
$618K average
Assets Under Management
$85.8M
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Location

912 Michigan Avenue, Laporte, IN, 46350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a member of Laura Investment Properties, LLC, a real estate rental business, spending minimal time on general maintenance. He also dedicates about 10-20% of his time to Retirement Project LLC, an education company, focusing on content development and workshops.

Employment History
Current Registrations
Wealth & Wellness Group, LLC
September 2025 - Present · 5 mos
Osborn Wealth Management
June 2010 - Present · 15 yrs 8 mos
State Registrations3 states
INMITX
Advisor
Exams
No exam information available for this advisor.
Robert Steven Laura - Financial Advisor | TrueAdvisor