Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry D Kloefkorn

Foundations Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry D Kloefkorn

Larry Kloefkorn is an investment advisor representative at Foundations Investment Advisors LLC. Larry is licensed in Kansas and Texas. Larry has been in the financial industry since October 2002 and has been with Foundations Investment Advisors LLC since August 2017. Larry has a Series 65 license. Larry Kloefkorn focuses on financial planning, educational seminars, and selection of other advisors. Foundations Investment Advisors LLC is an investment advisory firm that manages approximately $6.71 billion in assets. The firm's services include financial planning, educational seminars, and selection of other advisors.

Firm Information

Larry Kloefkorn is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Kloefkorn’s Registration & Firm History

KS

09/29/2022 - Present

Foundations Investment Advisors LLC (Wichita KS)

Not sure if Larry D Kloefkorn is right for you?

Licenses & Designations

IA

Issued 06/09/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry D Kloefkorn.
Not sure if Larry D Kloefkorn is right for you?