Laura Ann Nelson

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2014 → 02/2024
  Wells Fargo Advisors Financial Network, Llc
  Chehalis, WA
• 02/2024 → 07/2026
  Stifel Independent Advisors, Llc
  Chehalis, WA
• 07/2026 → Present
  Benjamin F Edwards & Co, Inc
  Chehalis, WA

Previous Registrations

• 2024-02-06 → 2026-07-10
  Stifel Independent Advisors, Llc
  Chehalis, WA
  St. Louis, MO
• 2014-12-03 → 2024-02-12
  Wells Fargo Advisors Financial Network, Llc
  Olympia, WA
  Roseburg, OR
• 2014-11-13 → 2014-12-03
  Lpl Financial Llc
  Chehalis, WA

Other Businesses

Columbia Crest Financial Advisors; investment-related; 2540 NE Kresky Ave Ste A, Chehalis, WA 98532; Shell for financial advising firm; 100% Ownership; Start date: 12/01/2014; 80 hours/month; 80 hours during trading hours; All business dealings

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-12
• S63 Uniform Securities Agent State Law Examination
  2013-08-15

Other Names

• Laura Ann Scarfe
• Laura Ann Nelson
• Laura Ann Scarfe