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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2020
- Office Locations
- 1
Office Locations
About Laughna Financial Planning LLC
Laughna Financial Planning is an independent, CFP® professional fiduciary firm providing ongoing personal financial planning and investment management for individuals and families. The practice also advises on employee benefits and executive compensation, charitable giving, and planning for special needs, coordinating as needed with estate attorneys and CPAs. Portfolios are built around long-term objectives with a focus on growth and risk management; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 2, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LYNNE MAUREEN LAUGHNA
Financial Advisor
- CRD
- #2475295
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,859,528 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,859,528 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Laughna Financial Planning LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.