Larry Kauffman, financial advisor Ann Arbor MI

Larry Kauffman

CRD Number: 1014232
Current Firm: Spc

Larry Kauffman (CRD# 1014232) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 28 years of experience in the finance industry.

Similar Advisors
Wayne Titus, financial advisor Ann Arbor MI
Wayne B. Titus
CRD# 4511557
Savant Wealth Management
Similar Advisors
Rebecca Abel, financial advisor Ann Arbor MI
Rebecca R. Abel
CRD# 4216990
Strategic Blueprint, LLC
Similar Advisors
Kevin Ackroyd, financial advisor Ann Arbor MI
Kevin C. Ackroyd
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Parkland Securities Ann Arbor, MI Aug 2014 - Current 9
Spc Ann Arbor, MI Mar 2004 - Current 20
Kauffman Financial Services (self-employ Little Rock, AR Jul 1986 - Current 37
Sammons Securities Company, LLC Ann Arbor, MI Feb 2003 - Aug 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Larry L. Kauffman
Phone Number: 734-663-1611
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from Larry Kauffman and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.