Laura Carmela Woloson

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Woloson Financial Management
  Clarkston, MI
• 09/2013 → Present
  Harbour Investments
  Madison, WI

Other Businesses

1) Woloson Financial Management – DBA 2) Robert Reiman Family Trusts | 4001 Tamiami Trail North, Naples, FL 34103 | Co-Trustee | Description: Monitor distributions to beneficiaries and facilitate communications between the custodian and the beneficiaries | Beginning 2/2012 | 2 hours per month, 0 during trading hours | Paid position | Not investment related 3) Portugal Dual Citizenship Program | Rua Oliveira Monteiro, No. 289, 4050-443 Porto, Portugal | Investor/participant | Description: Invested in a hotel rehabilitation project that facilitates my application for dual citizenship in Portugal | Beginning 11/2022 | 0 hours per month, 0 during trading hours | Unpaid | Investment related

Exams

• S66 Uniform Combined State Law Examination
  2016-04-23

Other Names

• Laura C Woloson