AUMdb
LA

Laura Anne Bereiter

CRD 6713023 Certified Financial Planner Personal Financial Specialist

Firms

FirmRoleAs of
White Oaks Wealth Advisors, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗