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Laura A
Series 65
Chicago, IL
Chase Allen Wealth
Laura Allen is a financial advisor at Chase Allen Wealth in Chicago, IL, holding a Series 65 designation. She has experience from prior roles at Loadsmart, Inc., Root Inc., and the University of Michigan - Ross School of Business. Laura founded Chase Allen Wealth in 2024 and operates as its sole advisor. Chase Allen Wealth provides fee-only financial planning and coaching services to individuals and high-net-worth clients, focusing on project-based and hourly engagements. The firm emphasizes financial clarity, cash flow management, and complex planning issues, using non-discretionary investment recommendations grounded in Modern Portfolio Theory.
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