Biography

Larry H. Stimpert

Larry S

Larry Stimpert, LUTCF
Financial Advisor
Kades-Margolis Corporation

BrokerCheck_logo-small

 

 

Email: lstimpert@4kmc.com
Phone: (724) 283-5162

 

Larry has been a member of Kades-Margolis Corporation since 1990. He works many members of the Pennsylvania State Education Association (PSEA) in the Midwestern Region.  He provides his clients with financial education, concepts and appropriate solutions. He specializes in retirement planning, investments and insurance planning.

Experience
Larry started his financial services career in banking in 1973, while still attending college.  He continued in various bank management positions until 1987, when he started working with New York Life.  In 1990, Kades-Margolis hired him as a servicing representative in the Midwestern Region for PSEA.  Over the last several years, Larry has taught various classes at a local community college on budgeting and investing.  He also has been involved in putting on financial and retirement planning seminars for several special interest groups around Western Pennsylvania.

Education
Larry graduated from Clarion University in 1975 with a Bachelor of Science Degree in Business Administration.  He double majored in Marketing and Management.  He has taken several graduate classes at Youngstown State University and Slippery Rock University to further his education.  He is a member of the International Association of Financial Planning. He also is a designated as a Life Underwriters Training Council Fellow (LUTCF).

Personal
Larry and his wife, Kristen, live in Butler, Pennsylvania.  They have two grown daughters and five grandchildren.  Larry has been a registered PIAA basketball official since 1973.  He loves to golf, ski and spending time with his family.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.