RL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
139 clients
Average Client Portfolio
$618K average
Assets Under Management
$85.8M
Fee Structure
This brochure supplement provides information about the advisors Robert Laura and Drummond Osborn. It supplements the SYNERGOS Financial Group, L.L.C. brochure. The brochure does not contain any fee information.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
912 Michigan Avenue, Laporte, IN, 46350
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a member of Laura Investment Properties, LLC, a real estate rental business, spending minimal time on general maintenance. He also dedicates about 10-20% of his time to Retirement Project LLC, an education company, focusing on content development and workshops.
Employment History
Current Registrations
Wealth & Wellness Group, LLC
September 2025 - Present · 4 mos
Osborn Wealth Management
June 2010 - Present · 15 yrs 7 mos
State Registrations3 states
INMITX
Advisor
Exams
No exam information available for this advisor.