Laura Morton
Investment Adviser Representative at Wealth Advisors Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Morton is an investment adviser representative with Wealth Advisors Group in Fort Wayne, IN, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Kestra Advisory Services, LLC and CX Institutional, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
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.
- New York Life Insurance Co.Apr 2017 – Nov 2021Fort Wayne, IN
- NYLIFE Securities LLCJul 2017 – Nov 2021Fort Wayne, IN
- Logans RoadhouseApr 2014 – May 2017Fort Wayne, IN
- FlagstarMar 2021 – Nov 2021Lagrange, IN
- Infinex Financial GroupJun 2021 – Nov 2021Meriden, CT
- CX InstitutionalNov 2021 – Apr 2025Auburn, IN
- Personal Wealth Partners, LLCApr 2022 – Oct 2022Bloomington, MN
- Kestra Advisory Services, LLCJul 2025 – Jan 2026Fort Wayne, IN
- Wealth Advisors GroupFeb 2026 – no end date reportedFort Wayne, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Advisors Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Tier 11.50%
- Tier 21.25%
- Tier 31.10%
- Tier 41.00%
+3 more tiers on the firm profile
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Fort Wayne, IN
- SEC file number:
- 801-69787
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Wealth Advisors Group
8 other advisors in the directory
Similar advisors in Fort Wayne, IN
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 Morton 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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