Larry Kloppe, financial advisor Washington MO
96 score

Larry Kloppe

CRD Number: 1852284
Current Firm: Cambridge Investment Research Advisors, Inc.

Larry Kloppe (CRD# 1852284) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Washington, MO and has over 28 years of experience in the finance industry. Larry Kloppe 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Sep 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA Sep 2014 - Current 2
Immanuel Lutheran Church & School Invest Washington, MO May 1996 - Current 20
East Central College Union, MO Jan 1993 - Current 23
Self-employed New Haven, MO Jul 1985 - Current 31
Self-employed New Haven, MO Sep 1983 - Current 33
Self-employed New Haven, MO Mar 1968 - Current 48
Self-employed New Haven, MO Oct 1967 - Current 49
Lpl Financial, LLC Washington, MO Oct 1995 - Sep 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for Larry L. Kloppe
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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