Laura Lincoln Gustafson

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-11-13

MA RA
APPROVED

Since 2025-11-13

Branch Locations

220 Norwood Park South Suite 101, Norwood, MA 02062 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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

Organization	City	State	From	To
M Holdings Securities	Portland	OH	02/2017	09/2019
Tenzing Advisors, Llc	Needham	MA	02/2017	09/2019
Forbes Financial Planning	Providence	RI	07/2012	12/2016
Unemployed	Providence	RI	01/2017	02/2017
Self Employed	Lincoln	RI	08/2015	02/2022
Sk Wealth Management, Llc	Providence	RI	02/2022	02/2023
Dba Homecourt - Self Employed	Lincoln	RI	10/2021	12/2023
Shorepoint Capital Partners Llc	Norwood	MA	02/2023	09/2025
Allworth Financial	Norwood	MA	09/2025	Present

02/2017 → 09/2019

M Holdings Securities

Portland, OH
02/2017 → 09/2019

Tenzing Advisors, Llc

Needham, MA
07/2012 → 12/2016

Forbes Financial Planning

Providence, RI
01/2017 → 02/2017

Unemployed

Providence, RI
08/2015 → 02/2022

Self Employed

Lincoln, RI
02/2022 → 02/2023

Sk Wealth Management, Llc

Providence, RI
10/2021 → 12/2023

Dba Homecourt - Self Employed

Lincoln, RI
02/2023 → 09/2025

Shorepoint Capital Partners Llc

Norwood, MA
09/2025 → Present

Allworth Financial

Norwood, MA

Previous Registrations

2023-03-13 → 2025-10-30

Shorepoint Capital Partners Llc

Norwood, MA
2022-05-20 → 2023-02-06

Sk Wealth Management, Llc

Providence, RI
2018-10-10 → 2019-09-09

M Holdings Securities, Inc.

Needham, MA

Portland, OR
2011-12-09 → 2012-07-10

Msi Financial Services, Inc.

Warwick, RI
2008-05-08 → 2008-11-17

Begin Financial Consulting, Inc.

Lincoln, RI
2006-08-22 → 2007-02-06

Strategicpoint Investment Advisors Llc

Providence, RI

Other Businesses

Rhode Island College; Title: Adjunct Faculty; Non-Investment-Related; Nature: Higher Education; Hours per Month: 12 (only during a semester in which my class is offered); Hours per Month During Trading Hours: 0; Duties: lecturing at the Graduate Level

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-09-22
S66	Uniform Combined State Law Examination	2011-10-13
S65	Uniform Investment Adviser Law Examination	2006-08-21

S63 Uniform Securities Agent State Law Examination

2017-09-22
S66 Uniform Combined State Law Examination

2011-10-13
S65 Uniform Investment Adviser Law Examination

2006-08-21

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Laura Lincoln Gustafson
Laura Gustafson
Laura Lincoln Gustafson

View on SEC IAPD