Laura Lincoln Gustafson

Current Employers

Employment History

• 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

• 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

Other Names

• Laura Lincoln Gustafson
• Laura Gustafson
• Laura Lincoln Gustafson