Unclaimed
Larry Louis Kloppe is a financial advisor at Cambridge Investment Research Advisors, Inc. Larry has been in the financial industry since 1988 and has a Series 7, Series 6, Series 22, and Series 63 licenses. Larry has been registered with Cambridge Investment Research Advisors, Inc. since 2014. Previously, Larry was registered with LPL FINANCIAL LLC and MONEY CONCEPTS CAPITAL CORP. Larry's firm is located in Fairfield, Iowa.
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
MO
09/09/2014 - Present
Cambridge Investment Research Advisors, Inc. (Washington MO)
MO
10/27/1995 - 09/26/2014
LPL FINANCIAL LLC (WASHINGTON MO)
FL
07/14/1988 - 10/31/1995
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 07/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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