Carolyn V. Larsen-wieber

CLW FINANCIAL PLANNING LLC

Raleigh, NC

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CRD#: 5769109

Professional summary

Carolyn Virginia Larsen-wieber, who also goes by Carolyn VIrginia Barton, Carolyn Virginia Larsen, Carolyn Virginia Larsen-weiber, is a registered financial advisor currently at CLW FINANCIAL PLANNING LLC located in Raleigh, North Carolina.

Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Carolyn has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carolyn Virginia Barton | Carolyn Virginia Larsen | Carolyn Virginia Larsen-Weiber

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.

1)CLW Financial Planning LLC;NOT INVESTMENT RELATED;12010 Fox Valley Street, Raleigh, NC 27614;CPA Practice; Owner;01/01/2019;40-120 HRS/MONTH;40-120 HRS DURING TRADING;TAX COMPLIANCE & CONSULTING FOR SMALL BUSINESS OWNERS AND THEIR FAMILIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carolyn Virginia Larsen-wieber's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

June 28, 2018 - Present

CLW FINANCIAL PLANNING LLC

RIA

CRD#: 297244

Raleigh, NC

Past

April 8, 2010 - December 31, 2016

PARAKLETE FINANCIAL, INC.

RIA

CRD#: 142323

RALEIGH, NC

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/28/2018)

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

Current Firm

CLW FINANCIAL PLANNING LLC

CLARSEN-WIEBER FINANCIAL COACHING | CLW FINANCIAL PLANNING LLC | CLARSEN-WIEBER FINANCIAL COACHING LLC

CRD#: 297244 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/28/2018 Approved)

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Contact information

Main Address

Raleigh, NC

Mailing Address

500 Westover Drive #10146, Sanford, NC 27330

Phone number

(919) 749-3368

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 7,521,668

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.

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Carolyn V. Larsen-wieber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carolyn Virginia Larsen-wieber's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLW FINANCIAL PLANNING LLC

PARAKLETE FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Current Firm

CLW FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLW FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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