LM
LM

Laura Steffey Moss

17 Years of Experience
Broker
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 North Miller Road, Montrose, OH, 44333

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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

Laura is an investment committee member for In His Steps Foundation, a non-profit endowment foundation, since 2022. She is also a financial advisor at W3 Wealth Advisors since 2021 and the treasurer for Norton Baptist Church since February 2024, dedicating a few hours per week to the church.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Valmark Advisers, INC.
January 2022 - Present · 4 yrs 1 mo
Valmark Securities, INC.Broker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Sikich Financial
November 2019 - October 2021 · 1 yr 11 mos
Oneascent Financial Services LLC
September 2017 - November 2019 · 2 yrs 2 mos
Beacon Wealth Consultants, INC.
August 2017 - August 2017 · 0 mos
Robert W. Baird & CO. Incorporated
February 2009 - December 2016 · 7 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
February 2009 - December 2016 · 7 yrs 10 mos
Citigroup Global Markets INC.
December 2007 - February 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
September 2007 - February 2009 · 1 yr 5 mos
State Registrations30 states
AKALAZCACODCFLILINKSKYLAMAMEMIMNMOMSNCNMNVOHORPASCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Laura Steffey Moss - Financial Advisor | TrueAdvisor