Larry C. Klingensmith CFP®, CLU, LUTCF
Mr. Klingensmith began his career in the financial industry in 1983 with Waddell & Reed, Inc. Along with 36 years of experience, he currently holds his Series 7 and 24 with FINRA, and Series 63, and 66 with NASAA.
Larry believes the genuine care and concern he has for his clients’ needs, goals, and aspirations, has been most impactful and beneficial when helping them achieve their financial dreams. His many experiences have prepared him in assisting his clients in accumulating, protecting, and passing on their wealth to their loved ones and charitable causes.
Larry has a wife of 34 years, Jana Loucks Klingensmith, 3 children and 3 grandson. He enjoys all types of physical activities including walking, yoga, and golfing, as well as woodworking.