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Laura Sue Barry

Wealthspire Advisors

Milwaukee, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-01-05
TX RA APPROVED 2021-01-03
  • WI RA
    APPROVED
    Since 2021-01-05
  • TX RA
    APPROVED
    Since 2021-01-03

Branch Locations

330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Milwaukee WI 05/2013 Present
Wealthspire Capital, Llc Milwaukee WI 12/2015 06/2020
  • 05/2013 → Present
    Milwaukee, WI
  • 12/2015 → 06/2020
    Wealthspire Capital, Llc
    Milwaukee, WI
Previous Registrations
  • 2013-06-13 → 2020-12-31
    Wealthspire Advisors
    Milwaukee, WI
    Milwaukee, WI
  • 2004-08-12 → 2013-07-08
    Baker Tilly Investment Advisors
    Madison, WI
  • 2004-06-29 → 2004-08-05
    Barry Capital Management, Inc.
    Wauwatosa, WI
  • 2002-02-08 → 2004-05-26
    Legacy Capital Partners, Inc.
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-01
  • S63 Uniform Securities Agent State Law Examination
    2004-11-01
Designations
Other Names
  • Laura Sanye
  • Laura Nash
  • Laura Sue Schoenborn
  • Laura Sue Schoenborn
  • Laura Sue Barry

View on SEC IAPD

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