Unclaimed
Larry Alan Mengerink is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Lansing, MI. Larry has been in the financial services industry since 2000 and holds Series 7, 63, and 65 securities licenses. Larry has a strong track record of providing comprehensive financial planning services to individuals and families, including retirement planning, investment management, and insurance planning. He is committed to helping clients reach their financial goals and is passionate about building long-term relationships with them. Larry also serves as a Registered Representative for Cambridge Investment Research, Inc., and is a Certified Financial Planner. Larry is committed to providing his clients with the highest quality financial advice and service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Lansing MI)
MI
01/05/2015 - 11/30/2017
SII INVESTMENTS, INC. (Lansing MI)
MI
01/11/2008 - 01/14/2015
METLIFE SECURITIES INC. (TROY MI)
MN
03/09/2000 - 01/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/2000 - 01/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/22/1999 - 01/05/2000
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 06/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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