Jeffrey Laughlin has been President/CCO of Fidelis Financial Planning since January 2011, is a control person of the firm and directly owns 75% or more of it. Jeffrey Laughlin holds a BS in Civil Engineering from Missouri University of Science and Technology and an MBA with a finance emphasis from the University of Missouri - St. Louis.
Fidelis Financial Planning, LLC is a Saint Charles, MO firm with $160M under management, 149 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Jeffrey M. Laughlin is President and Owner of Fidelis Financial Planning, LLC. Before Fidelis, he served as a Retirement Plan Manager for Moneta Group in Clayton, MO. His core competencies are in investment and retirement planning.
Jeffrey Laughlin’s longest registration is the current one, 15 years at Fidelis Financial Planning since 2011. Before joining Fidelis Financial Planning in 2011, Jeffrey Laughlin was registered through Moneta Group Investment Advisors, LLC.
- – present · 15 yearsSaint Charles, MO · Adviser representative · Firm CRD 141698
- Moneta Group Investment Advisors, LLC– · 2 yearsClayton, MO · Adviser representative · Firm CRD 104727
Professional designations
Listed by Fidelis Financial Planning
- CFP®
Investment adviser representative registrations
Jeffrey Laughlin is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in March 2026.
- MissouriSince 17 January 2011
- TexasSince 27 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Michael Laughlin
- CRD
- 5525660
- Firm
- Fidelis Financial Planning · CRD 141698
- Role
- President/CCO
- Office
- 42 PORTWEST CT, Saint Charles, MO 63303-5958
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fidelisfp.com
Where does Jeffrey Laughlin work?
Jeffrey Laughlin has been President/CCO of Fidelis Financial Planning, LLC since January 2011, and is a control person of the firm.
Is Jeffrey Laughlin a financial advisor?
Yes. Jeffrey Laughlin has a current investment-adviser registration in Missouri and Texas, through Fidelis Financial Planning since January 2011.
How many years of experience does Jeffrey Laughlin have?
Jeffrey Laughlin has 18 years in the financial industry, since May 2008, across 2 adviser firms.
What exams has Jeffrey Laughlin passed?
Jeffrey Laughlin passed the Series 65 in May 2008.
Where did Jeffrey Laughlin work before Fidelis Financial Planning?
Before Fidelis Financial Planning, Jeffrey Laughlin was registered through Moneta Group Investment Advisors, LLC, May 2008 to January 2011.
Where is Jeffrey Laughlin based?
Jeffrey Laughlin’s registered office is in Saint Charles, MO.
Is Jeffrey Laughlin registered with FINRA?
No. Jeffrey Laughlin has no current broker registration.
Is Jeffrey Laughlin a CFP?
Fidelis Financial Planning lists Jeffrey Laughlin with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jeffrey M. Laughlin MBA, CFP® biography, fidelisfp.com
How can I verify Jeffrey Laughlin’s record?
Search CRD 5525660 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Laughlin’s full registration record.