Best Investors Account Sign in
Inactive

Laura Consuelo Steagall-Cissell

Veridan Wealth

West Linn, OR

CRD 1754909

Claim This Profile
Employer firm

Veridan Wealth CRD 329666

$667M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Veridan Wealth

1742 Willamette Falls Dr, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-06-04
  • OR RA
    APPROVED
    Since 2024-06-04

Branch Locations

1742 Willamette Falls Dr, West Linn, OR 97068 • 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
Ameriprise Financial Services, Inc. Walnut Creek CA 06/2003 03/2020
Ameriprise Financial Services, Llc West Linn OR 03/2020 05/2024
Veridan Wealth Llc West Linn OR 05/2024 Present
  • 06/2003 → 03/2020
    Ameriprise Financial Services, Inc.
    Walnut Creek, CA
  • 03/2020 → 05/2024
    West Linn, OR
  • 05/2024 → Present
    Veridan Wealth Llc
    West Linn, OR
Previous Registrations
Other Businesses

Real Estate Ownership; Single Family; 9206 N Tioga AVe, , Portland, OR, 97203; Investment-Related; 11/01/2021 / Single Family; 414 NW 22 Ave, , Portland, OR, 97210; Not Investment-Related; 10/01/2022. Business Ownership; Owner; Other; 1742 Willamette Falls Dr, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours / Co-owner; Manage Ameriprise Business; 1742 Willamette Falls DR, , West Linn, OR, 97068; Not Investment-Related; 07/05/2023; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-25
  • S66 Uniform Combined State Law Examination
    2003-08-25
Other Names
  • Laura Consuelo Steagall
  • Laura Consuelo Cissell
  • Laura Steagall

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Linn, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor