Laura Rose Haupt

Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2014 → 09/2021
  Cliftonlarsonallen Wealth Advisors
  Minneapolis, MN
• 09/2021 → 10/2024
  Facet Wealth
  Baltimore, MD
• 10/2024 → 01/2026
  Nepsis Advisor Services, Inc.
  Richfiled, MN
• 05/2026 → Present
  Jnba Financial Advisors, Llc
  Bloomington, MN
• 01/2026 → 05/2026
  Unemployed
  Golden Valley, MN

Previous Registrations

• 2024-10-31 → 2026-02-11
  Nepsis, Inc.
  Minneapolis, MN
• 2021-09-20 → 2024-10-17
  Facet
  Golden Valley, MN
  West Palm Beach, FL
• 2016-06-17 → 2021-09-10
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

Independent Insurance Agent; not investment-related; started 12/2024; zero hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-02-02

Designations

• Certified Financial Planner

Other Names

• Laura Rose Pechacek