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Larry Loethen

33 Years of Experience
Plainfield, IL
BrokerSells Insurance

Larry Loethen is a registered investment advisor at Wells Fargo Advisors, based in Plainfield, IL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

15028 S Des Plaines St, Plainfield, IL, 60544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Larry owns Desplaines St LLC (office space), LBL Financial Services LLC (financial practice, nearly full-time), and Stockton Wealth Management LLC (financial practice, about 10-20% of his time). He also receives trail commissions from his father's estate related to Mutual of Omaha & John Hancock long-term care insurance.

Employment History
Current Registrations
Wells Fargo Advisors
February 2011 - Present · 15 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2011 - Present · 15 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Edward Jones
January 2007 - February 2011 · 4 yrs 1 mo
Edward JonesBroker
August 1992 - February 2011 · 18 yrs 6 mos
State Registrations29 states
ARAZCACOCTFLGAIAILINKYLAMAMDMIMNMONENJNMNYOHOKTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.