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Lawrence H. Friedrichs

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CRD#: 4708882
LF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lawrence Henry Friedrichs, CFP®, who also goes by Larry H Friedrichs, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 2003. Lawrence had worked at 2 firms .

Biography


Holistic and comprehensive approach to the financial planning process. Includes 25 years experience as a Certified Public Accountant specializing in personal and business tax planning and preparation. Includes 15 years as a Certified Financial Planner. A one person independent planning practice dedicated to assisting you in accomplishing your unique financial goals. Affiliated with a nationwide group of over 100 fee-only financial advisors known as the Alliance of Cambridge Advisors (www.cambridgeadvisors.com). This dedicated group of planners share education and experience as well as tools and techniques that allow me to better assist you with your unique financial journey. Services can be provided on a retainer basis (full access for one year for a set fee), project basis or hourly. Ask me how this differs from the “assets under management” approach of most fee-only advisors.
top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Budgeting
Tax Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Middle Income Client Needs
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases


Larry H Friedrichs

Other business activities


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.
SELF EMPLOYED CPA 4027 E FAIRFIELD ST MESA, AZ 85205 START DATE 4/15/1991 FULL TIME POSITION

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

April 9, 2004 - December 31, 2024

FRIEDRICHS FINANCIAL ALLIANCE, L.L.C.

RIA
CRD#: 130127
MESA, AZ
Past

October 3, 2003 - July 14, 2006

HATTON CONSULTING, INC.

RIA
CRD#: 115585
MESA, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


FF
FRIEDRICHS FINANCIAL ALLIANCE, L.L.C.
FRIEDRICHS FINANCIAL ALLIANCE, L.L.C.

CRD#: 130127 / SEC#:

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Contact information


Main Address
8744 East Jacaranda Street, Mesa, AZ 85207
Mailing Address
Phone number
(480) 962-4356
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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.

Company Information


FRIEDRICHS FINANCIAL ALLIANCE, L.L.C.

CRD#: 130127

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Contact information


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