Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Lagerberg is a financial professional with over 24 years of experience in the industry. Larry is currently registered with Robert W. Baird & Co. Inc., and holds both Series 63 and 66 licenses. Larry is a Registered Representative, Investment Adviser Representative, and also has a Series 7TO, SIE, Series 7, Series 3, and Series 6 licenses. Larry has been a financial professional in the Denver, Colorado area since 2000, serving a wide range of clients, including individuals, businesses, and institutions. Larry specializes in providing financial advice and services to high-net-worth individuals, corporations, and other businesses. Larry's commitment to providing personalized service and comprehensive financial planning has helped him establish a strong reputation in the industry.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
05/12/2024 - Present
Robert W. Baird & Co. Inc. (Lakewood CO)
CO
12/06/2000 - 10/24/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
OH
05/14/1999 - 09/14/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/12/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
CO
06/03/1996 - 12/22/1997
D.E. FREY & COMPANY, INC. (DENVER CO)
TX
06/12/1992 - 01/14/1993
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
KS
11/19/1990 - 04/06/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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