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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Llanes is an investment advisor representative with Farther. Louis is based in Englewood, Colorado and has been in the industry for over 30 years. Louis holds a Series 63, Series 24, Series 3 and Series 7. Louis specializes in Portfolio Management for Individuals and Financial Planning. Louis has previously worked at Wealthnet Investments, LLC, FKA MACROTREND STRATEGIES, LLC, and GENEOS WEALTH MANAGEMENT, INC.
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.
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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CA
05/20/2024 - Present
Farther (SAN FRANCISCO CA)
CO
04/19/2005 - 04/25/2007
GENEOS WEALTH MANAGEMENT, INC. (GREENWOOD VILLAGE CO)
CO
12/12/2002 - 05/30/2003
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
AZ
07/01/1999 - 01/14/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
06/23/1998 - 06/30/1999
PENTAD SECURITIES, INC. (SUN CITY AZ)
MO
10/21/1994 - 07/24/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
AZ
10/07/1993 - 10/26/1994
PENTAD SECURITIES, INC. (SUN CITY AZ)
CA
10/06/1992 - 10/08/1993
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
CA
01/08/1992 - 10/15/1992
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MN
04/30/1990 - 10/03/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/30/1990 - 10/03/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/24/1990 - 03/24/1990
BLINDER, ROBINSON & CO., INC.
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
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Inactive
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