Larry Deal, financial advisor Columbus NE
93 score

Larry Deal

CRD Number: 5565394
Current Firm: Geneos Wealth Management, Inc.

Larry Deal (CRD# 5565394) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Columbus, NE and has over 9 years of experience in the finance industry.

Similar Advisors
James Schwalenberg, financial advisor Columbus NE
James A. Schwalenberg
CRD# 1760296
Thrivent Investment Management Inc.
Score
96
Similar Advisors
Dirk Bargen, financial advisor Columbus NE
Dirk A. Bargen
CRD# 5187851
Ameritas Investment Corp
Score
93
Similar Advisors
Brett Bayer, financial advisor Columbus NE
Brett A. Bayer
CRD# 2436242
Cetera Advisor Networks LLC
Score
93
Company Name Location Dates Years
Geneos Wealth Management Inc. York, NE Sep 2014 - Current 3
Sequoia Wealth Partners York, NE Aug 2008 - Current 9
Royal Alliance Associates, Inc. Columbus, NE Jul 2008 - Sep 2014 6
Larry Deal Consulting Hamilton, MO Jan 2008 - Feb 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Larry A. Deal
Phone Number: 303-785-8470
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    2,647
    MILLIONS
  • Total Number of Accounts
    13,540
    ACCOUNTS
  • Average Account Value
    $195,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Larry Deal and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.