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Laughlin Financial
Laughlin Financial was established in 2012 in Bloomington, Illinois, and has been registered with the SEC as an investment advisor since its founding.
Laughlin Financial
Laughlin Financial was established in 2012 in Bloomington, Illinois, and has been registered with the SEC as an investment advisor since its founding. The firm provides advisory services to individuals, high-net-worth individuals, and institutions, focusing on financial planning, retirement planning, asset management, and portfolio management. Its client base is concentrated in the central Illinois region. The firm's investment approach centers on long-term portfolio construction and ongoing asset management tailored to individual client goals. It does not operate proprietary funds or participate in institutional co-investment programs. Typical client engagements involve comprehensive financial planning that integrates retirement income strategies with managed equity and fixed-income portfolios. The firm's asset management is delivered through discretionary separate accounts. Laughlin Financial is a small advisory practice with a single office in Bloomington. Public records do not disclose total assets under management, firm-wide staff count, or identifiable adjacent vehicles such as philanthropic foundations or operating companies. The firm has maintained a consistent regulatory filing history since inception with no disclosed disciplinary events. The firm's structural differentiator lies in its regulatory posture as a fiduciary RIA serving a localized client base, rather than in any distinctive sourcing model or hybrid structure.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Bloomington
Corporate office
Bloomington, IL, United States
Frequently asked questions
Is Laughlin Financial a fiduciary?
As an SEC-registered investment advisor, Laughlin Financial operates under a fiduciary duty to its clients, meaning it is legally obligated to put client interests ahead of its own when providing investment advice. This registration has been maintained since the firm's founding in 2012. The firm's disclosures affirm its status as a fiduciary RIA.
What types of clients does Laughlin Financial serve?
Laughlin Financial serves individuals, high-net-worth individuals, and institutions, according to its regulatory filings. Its client base is concentrated in the Bloomington, Illinois area, where the firm is headquartered. The firm provides both financial planning and discretionary portfolio management services.
How does Laughlin Financial structure its fees?
As an RIA, Laughlin Financial charges fees based on a percentage of assets under management for its discretionary portfolio management services, with separate fees for financial planning engagements. Specific fee schedules are disclosed in the firm's Form ADV filings and provided to prospective clients.
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