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Qualifications of Financial Advisor in Georgetown

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Financial Advisors in Georgetown, Texas
Financial Advisor Office Location Phone Number
Craig Larson,
Larson Financial Advisors
1 Chisholm Trail Suite Suite 450,
Round Rock, TX  78681
(512) 910-2722
Phil Weinstein,
Financial Engines Advisors, LLC
9050 N. Capital of TC Hwy Building 3,
Austin, TX  78759
(512) 490-0044
Jerry McIlhon,
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX  78746
(512) 345-6789
Phil Weinstein,
Financial Engines Advisors, LLC
2500 West William Cannon Drive,
Austin, TX  78745
(512) 329-6620

Information on Qualified Financial Advisors in Georgetown

Qualifications CRD# 002026803
Series 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 1 Chisholm Trail Suite Suite 450,
Round Rock,
TX 
78681
Phone Number (512) 9102722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 9050 N. Capital of TC Hwy Building 3,
Suite 150,
Austin,
TX 
78759
Phone Number (512) 4900044

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of MissouriColumbia. Married with two children. Phil enjoys golfing and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX 
78746
Phone Number (512) 3456789

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2500 West William Cannon Drive,
Suite 804,
Austin,
TX 
78745
Phone Number (512) 3296620

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of MissouriColumbia. Married with two children. Phil enjoys golfing and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).