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Laura Flanagan, portrait

Laura Flanagan

General Counsel at BPP Wealth Solutions

Firm officerUpdated

Laura Flanagan has been General Counsel of BPP Wealth Solutions, LLC, a Basking Ridge, NJ investment adviser managing $247M, since March 2021.

5
Years in role
$247M
Firm AUM
113
Firm clients
4
Firm advisers

From Form ADV filed 9 March 2026Form ADV

Career

Laura Flanagan is not listed as a control person, but directly owns under 5% of BPP Wealth Solutions. Laura Flanagan holds a Bachelor of Arts from Marymount Manhattan College, a Doctorate from Stony Brook University and a Law degree in Albany Law from Union University.

BPP Wealth Solutions is an investment adviser based in Basking Ridge, NJ, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $247 million, as filed on 9 March 2026. Its fees, ownership and offices are on the firm’s profile.

Laura Lee Flanagan is General Counsel of BPP Wealth Solutions, based in Basking Ridge, NJ. She works with individual BPP clients if needed and works with other Registered Investment Advisors and private funds as a legal and compliance advisor. She practices law as Of Counsel to Becker & Poliakoff in New York City, began her career as a practicing attorney in 2004 in a New York City law firm, and joined BPP Wealth Solutions in 2013.

Key facts

CRD
6447979
Firm
BPP Wealth Solutions · CRD 166962
Role
General Counsel
In role since
March 2021 · 5 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Basking Ridge, NJ
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Laura Flanagan work?

Laura Flanagan has been General Counsel of BPP Wealth Solutions, LLC since March 2021.

Source: Form ADV, Schedule A, filed 9 March 2026

How can I verify Laura Flanagan’s record?

Laura Flanagan’s role is listed on BPP Wealth Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 166962.

Source: Form ADV, Schedule A, filed 9 March 2026

Leadership at BPP Wealth Solutions

Sources

  1. IAPD individual lookup, CRD 6447979, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of BPP Wealth Solutions, LLC, filed 9 March 2026. Title, control and ownership bands.
  3. BPP Wealth Solutions team page. Biography, education, credentials, awards and the portrait, reproduced for identification.