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Laura Allen

Chase Allen Wealth

Chicago, IL

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Current Employers
Chase Allen Wealth

Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-01
  • IL RA
    APPROVED
    Since 2026-06-01

Branch Locations

Chicago, IL • 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
Laura Chase Allen Llc Dba Chase Allen Wealth Chicago IL 01/2024 Present
Loadsmart, Inc. Chicago IL 09/2021 10/2025
Root Inc. Chicago IL 07/2018 09/2021
University Of Michigan - Ross School Of Business Ann Arbor MI 08/2016 06/2018
  • 01/2024 → Present
    Laura Chase Allen Llc Dba Chase Allen Wealth
    Chicago, IL
  • 09/2021 → 10/2025
    Loadsmart, Inc.
    Chicago, IL
  • 07/2018 → 09/2021
    Root Inc.
    Chicago, IL
  • 08/2016 → 06/2018
    University Of Michigan - Ross School Of Business
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17

View on SEC IAPD

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