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Larry Wayne Denson

CFP®
MDT FINANCIAL ADVISORS
WEBSTER, TX
·CRD# 2948365·29 years experience

Professional Summary

Larry Wayne Denson, CFP®, who also goes by Larry W Denson, is a registered financial advisor currently at MDT FINANCIAL ADVISORS, LLC located in Webster, Texas. Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Larry has worked at 3 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Retirement Planning
  • Tax Planning
  • Comprehensive Financial Planning
  • Investment Planning

Other Aliases

Larry W Denson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1998

Years of Experience

29 years in the financial services industry

Current & Past Employments

MDT FINANCIAL ADVISORS, LLC·CRD# 340925
RIA
455 E Medical Center Blvd Suite 115, Webster, TX 77598
May 8, 2026 - Present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Houston, TX
January 16, 2009 - May 21, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Houston, TX
January 16, 2009 - May 21, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Houston, TX
December 2, 1997 - January 22, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Houston, TX
November 4, 1997 - January 22, 2009

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Current Firm

MF
MDT FINANCIAL ADVISORS, LLC

MDT FINANCIAL ADVISORS, LLC

CRD#: 340925 / SEC#: 801-135557
RIA
Registered Investment Advisory firm - SEC (3/16/2026 Approved)

Contact Information

Main Address

455 E Medical Center Blvd Suite 115, Webster, TX 77598

Phone Number

(281) 938-1111

# of Employees

7

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MDT FINANCIAL ADVISORS WRAP BROCHURE (6/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

644

AUM (Assets Under Management)

$294,032,544

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MDT FINANCIAL ADVISORS, LLC, INVT RELATED, HOUSTIN, TX, 50% OWNERSHIP, START DATE 1/16/2009, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE. MDT FINANCIAL ADVISORS LLC RIA, INV RELATED, HOUSTIN, TX, 33.34% OWNERSHIP, START 5/17/2024, 175 HOURS PER MONTH, 8 HOURS DURING TRADING, TRANSITIONING TO RIA.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MDT FINANCIAL ADVISORS, LLC

MDT FINANCIAL ADVISORS, LLC

CRD#: 340925 / SEC#: 801-135557
RIA
Registered Investment Advisory firm - SEC (3/16/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(5/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 1997About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Aug 2003About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Nov 1997About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2001About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Dec 2000About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Larry Wayne Denson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Larry

  • Retirement Planning
  • Tax Planning
  • Comprehensive Financial Planning
  • Investment Planning

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