Lawrence Kendall Vassar
Professional Summary
Lawrence Kendall Vassar, who also goes by Larry Vassar, Lawrence K Vassar, was a registered financial advisor. Lawrence was a previously registered financial professional and started their career in finance 1980 - 2019. Lawrence had worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Larry Vassar, Lawrence K Vassar
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
CENTERLINE FINANCIAL | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, INC. | WEALTHPLAN PARTNERS | WEALTHPLAN NETWORK | WEALTH PLAN ADVANTAGE | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | SUNDANCE INVESTMENTS | SILVERLEAF WEALTH MANAGEMENT | PROVIDENCE WEALTH PLANNING | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | GEORGIA BANK & TRUST | FIT WEALTH ADVISORS | FINANCIAL SOLUTIONS, INC. | FELTZ WEALTHPLAN, INC. | FELTZ WEALTHPLAN | COBLE MCCUNE WEALTH MANGEMENT
Contact Information
Main Address
101 South 108th Avenue 2nd Floor, Omaha, NE 68154Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Feb 1980Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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