Best Investors Account Sign in
Inactive

Stephanie Ann Laude

K2 Wealth Management LLC

Chicago, IL

Claim This Profile
Current Employers
K2 Wealth Management Llc

1200 N. Ashland Ave. Suite 500, Chicago, IL 60622 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-13
  • IL RA
    APPROVED
    Since 2025-11-13

Branch Locations

1200 N. Ashland Ave. Suite 500, Chicago, IL 60622 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Wisconsin - Green Bay Green Bay WI 09/2012 12/2016
Balasa Dinverno Foltz Llc Itasca IL 01/2017 12/2022
Corient Chicago IL 12/2022 09/2025
Cipw Service Company, Llc Toronto 01/2023 07/2023
K2 Wealth Management Llc Chicago IL 11/2025 Present
  • 09/2012 → 12/2016
    University Of Wisconsin - Green Bay
    Green Bay, WI
  • 01/2017 → 12/2022
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 12/2022 → 09/2025
    Corient
    Chicago, IL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 11/2025 → Present
    K2 Wealth Management Llc
    Chicago, IL
Previous Registrations
  • 2022-12-14 → 2025-09-29
    Corient
    Miami, FL
    Itasca, IL
  • 2017-05-15 → 2023-03-31
    Balasa Dinverno Foltz Llc
    Itasca, IL
Other Businesses

Instacart Driver Since 05/2024 1 hour per month not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-12
  • S65 Uniform Investment Adviser Law Examination
    2017-05-12
Designations

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor