Larry Steven Laughlin

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 01/2017
  Aig Capital Services, Inc.
  Woodland Hills, CA
• 09/2017 → 11/2017
  Successful Resource Management, Ltd.
  Johnston, IA
• 11/2017 → 03/2018
  White Oak Wealth Management, Inc.
  West Des Moines, IA
• 02/2017 → 08/2017
  Unemployed
  West Des Moines, IA
• 03/2018 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2017-12-05 → 2018-03-23
  White Oak Wealth Management
  Waukee, IA

Other Businesses

Family Cancer Network Des Moines, IA Start date: 3/26/2018 Co-Founder, Executive Board Hours per week: 0 Hours during trading: 0 Stewardship of organizational programs and events, responsible for all aspects of fundraising, grant giving and managing a team of volunteers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31
• S63 Uniform Securities Agent State Law Examination
  1994-03-09

Designations

• Certified Financial Planner