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RIA / WealthAdvisorCertified Financial Planner24 years in industry

LAURA SUE BARRY

Advisor at WEALTHSPIRE ADVISORS

Milwaukee, WI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 1, 2004
First registration: Feb 8, 2002
Dual registered: no
Other names: LAURA SANYE|LAURA NASH|LAURA SUE SCHOENBORN|LAURA SUE SCHOENBORN|LAURA SUE BARRY
IAPD individual key: 2788548

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE ADVISORS	Independent wealth	Jan 3, 2021	n/a	yes	Milwaukee, WI	Current employment
WEALTHSPIRE ADVISORS	Former SEC adviser	Jun 13, 2013	Dec 31, 2020	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
BAKER TILLY INVESTMENT ADVISORS	Former SEC adviser	Aug 12, 2004	Jul 8, 2013	no	MADISON, WI	Previous registration
BARRY CAPITAL MANAGEMENT, INC.	n/a	Jun 29, 2004	Aug 5, 2004	no	WAUWATOSA, WI	Previous registration
LEGACY CAPITAL PARTNERS, INC.	Former SEC adviser	Feb 8, 2002	May 26, 2004	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Jan 3, 2021	3	Bulk transfer	RIA to RIA
BAKER TILLY INVESTMENT ADVISORS	WEALTHSPIRE ADVISORS	Jul 8, 2013	Jun 13, 2013	-25	Firm change	Other
BARRY CAPITAL MANAGEMENT, INC.	BAKER TILLY INVESTMENT ADVISORS	Aug 5, 2004	Aug 12, 2004	7	Firm change	Other
LEGACY CAPITAL PARTNERS, INC.	BARRY CAPITAL MANAGEMENT, INC.	May 26, 2004	Jun 29, 2004	34	Firm change	Other

Relationships

Registered with (5)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jan 3, 2021 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Jun 13, 2013 to Dec 31, 2020factForm ADV
→ BAKER TILLY INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Aug 12, 2004 to Jul 8, 2013factForm ADV
→ BARRY CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 29, 2004 to Aug 5, 2004factForm ADV
→ LEGACY CAPITAL PARTNERS, INC.Registered adviserregistration: previous registration
Feb 8, 2002 to May 26, 2004factForm ADV

Dated events

No dated event names this entity yet.