| Advisor Profile |
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| Name: |
Larry Klingensmith |
| Phone Number: |
(814) 746-4177 |
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| Request More Information |
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| Disclaimer |
| Securities and Investment Advisory services offered through Larry C. Klingensmith as a Registered Representative and Investment Advisor Representative of Nationwide Securities, LLC P.O. Box183137,Columbus, OH 43218. 888-753-7364.. A Registered Investment Advisor Member FINRA, SIPC. DBA Nationwide Advisory Services, Inc. in AR, FL, IL, WV. DBA Nationwide Advisory Services in MA, NY, OK. Representative of Nationwide Life Insurance companies, affiliated companies and oterh companies. |
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Business Description |
We specialize in working with clients who are entering retirement and interested in preserving principal, keeping their standard of living on pace with inflation, and minimizing the impact negative market returns can have on their assets. We also work with clients who are concerned about transitioning their wealth to their heirs and/or charitable causes.
Our clients are interested in developing a trusting relationship with their financial advisor. They willing delegate the management of their finances so they can pursue more meaningful endeavors. They realize our relationship is about developing sound investment strategies and behavior patterns, than chasing investment performance from the previous quarter. |
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General Information |
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| Name of Broker/Dealer: |
Nationwide Securities, LLC
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| States Licensed in: |
PA, OH, NY, FL, AZ, VA
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| Years of Experience in Financial Services: |
26
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| Number of Years with Current Firm: |
19
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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| BS in Education |
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Services |
| Investment Types: |
Fee Based Financial Planning, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF)
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| Securities Licenses: |
Series 65, Series 7, Series 24, Series 63
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Disability, Variable Annuity, Accident, Health, Annuity, Property, Casualty, Life
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals, Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Prepared By: |
Larry Klingensmith |
Frequently Asked Questions |
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