CRD: 307940
Laughna Financial Planning LLC
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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.
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Owner & Executives
LYNNE MAUREEN LAUGHNA
Financial Advisor
- CRD
- #2475295
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,859,528 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,859,528 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,859,528
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,036,031,389 | 39.9% |
| Cash | $2,975,158,579 | 39.1% |
| U.S. Government/Agency | $867,437,540 | 11.4% |
| Municipal Bonds | $730,473,717 | 9.6% |
| Total | $7,609,101,225 | 100.0% |