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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2012
- Office Locations
- 1
Office Locations
About Laughlin Financial LLC
Laughlin Financial LLC is a fee-only RIA in Bloomington, IN providing comprehensive financial planning and ongoing investment management, typically covering investments, retirement, insurance, and taxes. Founded in 2012 by John Laughlin, CPA/PFS, CFP®, a former global investment bank VP who advised institutional money managers, the firm serves a wide range of clients, including entrepreneurs. Portfolios commonly use public funds, ETFs, and U.S. government/agency bonds, custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN R LAUGHLIN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4674607
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Max Keegan Varness
--
- CRD
- #8119673
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,214,889 | $461,920 |
| Non-Discretionary | $32,983,396 | $1,137,358 |
| Total | $200,198,285 | $512,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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