Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Robert Krmpotich is a financial advisor with over 29 years of experience in the financial services industry. Larry is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. He previously worked with UBS Financial Services Inc., Piper Jaffray & Co., Edward D. Jones & Co., L.P., and Stifel, Nicolaus & Company, Incorporated. Larry's primary focus is on providing financial planning and investment management services to individuals and businesses. He has a deep understanding of the financial markets and a proven track record of success in helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MN
10/16/2009 - 07/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ULM MN)
IA
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (MASON CITY IA)
IA
01/29/1999 - 08/12/2006
PIPER JAFFRAY & CO. (MASON CITY IA)
MO
07/19/1993 - 02/02/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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