Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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KS
09/29/2022 - Present
Foundations Investment Advisors LLC (Wichita KS)
IA
Issued 06/09/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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