Laura Barnard has been an investment adviser representative at Wealth Management Partners since August 2021, and is not listed among the firm’s executive officers or direct owners.
Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.
Laura Barnard is Senior Wealth Advisor of Wealth Management Partners. She has worked in the finance field since 2008, with a focus on private banking, wealth management and investment planning. She first worked at WMP in 2015 as a Registered Client Service Manager, left in 2018 to continue her professional development, and returned in 2021.
Laura Barnard’s longest registration is the current one, 5 years at Wealth Management Partners since 2021. Before joining Wealth Management Partners in 2021, Laura Barnard was registered through LPL Financial LLC and Raymond James Financial Services Advisors, Inc.
- – present · 5 yearsTucson, AZ · Adviser representative · Firm CRD 309790
- LPL Financial LLC– · 3 yearsTucson, AZ · Adviser representative · Firm CRD 6413
- Raymond James Financial Services Advisors, Inc– · under a yearTucson, AZ · Adviser representative · Firm CRD 149018
Professional designations
Listed by Wealth Management Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Laura Barnard is registered as an investment adviser representative in Arizona, since August 2021.
- ArizonaSince 26 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 July 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 February 2017 |
| Series 7 | General Securities Representative Examination | 19 February 2016 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Ann Barnard
- CRD
- 6482459
- Firm
- Wealth Management Partners · CRD 309790
- Office
- 1980 E RIVER ROAD, SUITE 120, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wmpaz.com
Where does Laura Barnard work?
Laura Barnard is an investment adviser representative registered through Wealth Management Partners, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Laura Barnard a financial advisor?
Yes. Laura Barnard has a current investment-adviser registration in Arizona, through Wealth Management Partners since August 2021.
How many years of experience does Laura Barnard have?
Laura Barnard has 10 years in the financial industry, since March 2016, across 3 adviser firms.
What exams has Laura Barnard passed?
Laura Barnard has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in February 2016. FINRA credited Laura Barnard with the SIE, which began in October 2018.
Where did Laura Barnard work before Wealth Management Partners?
Before Wealth Management Partners, Laura Barnard was registered through LPL Financial LLC, February 2018 to August 2021; Raymond James Financial Services Advisors, Inc, February 2017 to January 2018.
Where is Laura Barnard based?
Laura Barnard’s registered office is in Tucson, AZ.
Is Laura Barnard registered with FINRA?
No. Laura Barnard has no current broker registration.
Is Laura Barnard a CFP?
Wealth Management Partners lists Laura Barnard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Laura Barnard’s record?
Search CRD 6482459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Barnard’s full registration record.
