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Find Top Financial Advisors in Round Rock, Texas

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Qualified Financial Advisors in Round Rock, Texas
Financial Advisor Office Location Phone Number
Craig Larson
Larson Financial Advisors
13625 Ronald Reagan Blvd,
Cedar Park, TX  78613
(512) 910-2722
Spencer Corzine
AVH Invest
500 E. Whitestone Blvd.,
Cedar Park, TX  78630
(512) 588-2770
Marie Freemyer
True Financial Group
1464 E. Whitestone Blvd,
Cedar Park, TX  78613
(512) 649-2383
Pete Stroer
Stonecreek Financial Solutions
3800 N. Lamar Blvd Unit 200,
Austin, TX  78731
(512) 645-9608
Beth Langley
Morgan Stanley
301 Congress Ave,
Austin, TX  78701
(512) 370-0446
Jerry McIlhon
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX  78746
(512) 345-6789
Conner Sivewright
Creative Planning
---,
Austin, TX  78749
(512) 571-1608

Information on Qualified Financial Advisors in Round Rock

Qualifications CRD# 002026803
Series 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX 
78613
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# 2940880
FirmCRD# 10205
Series 7, 24, 55, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX 
78630
Phone Number (512) 5882770

As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.



Qualifications CRD# 6278957
FirmCRD# 285850


Office Location 1464 E. Whitestone Blvd,
Suite 1601,
Cedar Park,
TX 
78613
Phone Number (512) 6492383

After earning a business degree from the University of North Carolina, Marie launched her career in the finance industry as a corporate and investment banking analyst in Atlanta, Georgia. From there she chose to move back to the Austin area that she grew up in to join an independent equity research firm specializing in providing investment recommendations to institutional investors. Marie's extensive experience in investment analysis, combined with her innate interest in personal finance, form the foundation for the investment and financial planning advice that she now delivers to individuals and families. As a CERTIFIED FINANCIAL PLANNER" professional and a Chartered Retirement Planning Counselor , Marie is a dedicated member of the financial planning community. Marie currently lives in Cedar Park with her husband, two daughters, and three rescue dogs. She enjoys playing tennis, supporting her kids' involvement in sports, and participating in community events.

About True Financial Group

Marie Freemyer and Scott Brischke worked for several years as financial advisors affiliated with a large broker-dealer corporation before founding True Financial. Their motivation was simple: to build a firm through which they could truly work for their clients, providing advice to serve clients' best interests. As a Registered Investment Advisory (RIA) firm, True Financial is rooted in the following principles: -True control over the advice we deliver. As an independent firm, we tailor our financial planning and investment recommendations to each client without any influence from a large corporation with its own interests. -True transparency in our fee structure. We are fee-only financial advisors, meaning we are paid for providing advice not for selling products. -True dedication to serving our clients' best interests. We hold ourselves to the fiduciary standard of always putting our clients' interests above our own. Taken together, we believe we offer a truly different approach to financial advice.



Qualifications CRD# 5936676
FirmCRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 3800 N. Lamar Blvd Unit 200,
Austin,
TX 
78731
Phone Number (512) 6459608

Pete offers a customized and objective approach to personal investment and retirement planning. As an independent financial adviser he uses third party research, leading to investment recommendations tailored to meet each client's needs. His investment philosophy is to take on only as much risk as necessary to meet your goals. Pete is committed to provide a high level of service and an ongoing dialogue, including regular portfolio reviews, performance analysis and recommendations that align with your tolerance for risk, time horizon and life goals. Pete received a Bachelor of Science degree from the University of Texas at Austin. While at UT, Pete was on the men's tennis team, earning All Big 12 conference honors for his academic and tennis accomplishments. While away from the office Pete enjoys spending time with his wife Rachel, and their two sons Isaac and Ethan. He enjoys reading and being outside playing golf, tennis, and snowboarding.

About Stonecreek Financial Solutions

Welcome to Stonecreek Financial Solutions Stonecreek Financial Solutions is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized wealth management strategies are designed to build, maintain, and protect our clients? wealth by delivering an unprecedented level of personalized service combined with a balanced portfolio tailored to meet your specific needs. We encourage you to explore our site and learn more about the services we provide. Should you have any questions about our firm, or would like to schedule a complimentary consultation, please feel free to contact us. We look forward to hearing from you. Thank you



Qualifications CRD# 4839956
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 301 Congress Ave,
Suite 1400,
Austin,
TX 
78701
Phone Number (512) 3700446

Beth is Senior Vice President at Morgan Stanley with over 15 years advising clients on building, trading, and managing wealth through all life stages. Beth has earned her BBA in Finance from St. Edwards University in Austin, Texas and has completed the Certified Wealth Strategist (CWS) certification from the Cannon Financial Institute, and earned the Certified Divorce Financial Analyst(CDFA)designation. Beth understands the importance of developing long-term relationships with her clients through quality client service and ongoing informative dialogue, including portfolio reviews, updating strategies (as appropriate), and performance analysis to respond to the ever-changing markets and her client's evolving needs.

About Morgan Stanley

A FIRM YOU CAN TRUST Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Our commitment to building, preserving and managing the wealth of our clients has formed the foundation of everything we do. Our standard of excellence has always been driven by our core values: PUTTING CLIENTS FIRST DOING THE RIGHT THING LEADING WITH EXCEPTIONAL IDEAS GIVING BACK



Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee Fee-Based, 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# 5386065
FirmCRD# 105348


Office Location ---,
Austin,
TX 
78749
Phone Number (512) 5711608

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?