Advisor at Laurentine Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Laurentine Investments LLC
Location
Traverse City, MI 49684
Credentials
Series 65
Industry experience
2 years
Warren Schaub is the sole advisor at Laurentine Investments LLC in Traverse City, MI, holding a Series 65 credential with two years of industry experience. Prior to his financial advisory role, he founded and operated Success Landscaping LLC, a landscaping and small vineyard management business, which he plans to close in October. Laurentine Investments LLC is an independent advisory firm providing discretionary portfolio management to individual and trust clients, employing a fundamental, value-oriented, long-equity buy-and-hold investment approach tailored to client objectives, tax considerations, and risk tolerance.
25% of the increase in net assets over 6% annual return, with high water mark, for Qualified Clients only
Account minimum: $50,000
10850 E. Traverse Hwy, Ste. 4400
Traverse City, MI 49684
Michigan
Success Landscaping LLC
2018 - Present (8 years)
Send & Emeott, LLC
2018 - 2018 (1 year)
DoubleDave's Pizzaworks
2018 - 2018 (1 year)
Favor Delivery
2018 - 2018 (1 year)
Success Landscaping dba
2016 - 2018 (2 years)
Grand Traverse Resort and Spa
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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