Laurie Grace Cortner

Employer firm

Vestia Personal Wealth Advisors CRD 290565

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 05/2026 → Present
  Vestia Personal Wealth Advisors
  Fort Wayne, IN
• 05/2021 → 01/2023
  Argi Investment Services, Llc
  Louisville, KY
• 06/2020 → 05/2021
  Bowling Green Country Club
  Bowling Green, KY
• 08/2017 → 06/2020
  Western Kentucky University
  Bowling Green, KY
• 08/2013 → 08/2017
  Caldwell County High School
  Princeton, KY
• 01/2023 → 04/2023
  Cerity Partners
  Louisville, KY
• 04/2023 → 08/2023
  The Federal Savings Bank
  Brentwood, TN
• 09/2023 → 09/2023
  Not Employed
  Brentwood, TN
• 10/2023 → 01/2024
  Dress Up
  Nashville, TN
• 10/2023 → 02/2024
  Lululemon
  Brentwood, TN
• 02/2024 → 05/2026
  Waddell & Associates
  Brentwood, TN

Previous Registrations

• 2024-05-08 → 2026-06-25
  Waddell & Associates, Llc
  Memphis, TN
• 2021-08-12 → 2023-04-17
  Cerity Partners Ocio Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-12

Designations

• Certified Financial Planner