Larry Weinzapfel (CRD# 4094651) is an Investment Advisor Representative working at Weinzapfel Wealth Advisors, Inc. in Evansville, IN and has over 24 years of experience in the finance industry. Larry Weinzapfel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Dec 2021 - Current | 2 |
| Weinzapfel Wealth Advisors, Inc. | Evansville, IN | Jan 2020 - Current | 4 |
| Weinzapfel & Company, LLC | Evansville, IN | Oct 2001 - Current | 22 |
| Economy Securities, Inc. | Evansville, IN | Jul 2005 - Dec 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
- IN
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$40,755
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN
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