LW
CFP
LW
CFP

Larry Weber

27 Years of Experience
Cincinnati, OH
Broker

Larry Weber is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cincinnati, OH, with 27 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

525 Vine St, Cincinnati, OH, 45202-3121

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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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
July 2015 - Present · 11 yrs 3 mos
The Huntington Investment CompanyBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
PNC Investments
April 2013 - July 2015 · 2 yrs 3 mos
PNC InvestmentsBroker
April 2013 - July 2015 · 2 yrs 3 mos
Key Investment Services LLC
September 2011 - January 2013 · 1 yr 4 mos
Key Investment Services LLCBroker
January 2006 - January 2013 · 7 yrs
Key Investment Services LLC
January 2006 - May 2011 · 5 yrs 4 mos
Mcdonald Investments INC.
February 2005 - January 2006 · 11 mos
Mcdonald Investments INC.Broker
February 2005 - January 2006 · 11 mos
American Express Financial Advisors, INC.
March 2004 - January 2005 · 10 mos
American Express Financial Advisors INC.Broker
March 2004 - January 2005 · 10 mos
Ids Life Insurance CompanyBroker
March 2004 - January 2005 · 10 mos
Red Capital Markets, INC.Broker
September 1998 - March 2004 · 5 yrs 6 mos
State Registrations22 states
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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.
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