Laura Marie Olney
Investment Adviser Representative at TRU Independence Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Marie Olney is an investment adviser representative with TRU Independence Asset Management, LLC in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Jan 2021 – Dec 2021Winston-salem, NC
- Purdue UniversityAug 2016 – May 2019West Lafayette, IN
- RSM US, LLPJun 2018 – Aug 2018Schaumburg, IL
- Midland IRAMay 2017 – Aug 2017Chicago, IL
- Charles Schwab & Co., Inc.Sep 2023 – Aug 2025Huntersville, NC
- APW IncSep 2025 – Nov 2025Rockaway, NJ
- APW IncNov 2025 – no end date reportedRockaway, NJ
- TRU Independence Asset Management LLC DBA Yellowwood Wealth SOLUOct 2025 – no end date reportedCharlotte, NC
- TD AmeritradeDec 2021 – Sep 2023Huntersville, NC
- Charles SchwabJun 2019 – Jan 2021Indianapolis, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TRU Independence Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Portland, OR
- SEC file number:
- 801-78748
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at TRU Independence Asset Management, LLC
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Marie Olney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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