Larry H. Knoble, CFP®

Larry H. Knoble, CFP®

Managing Partner

Larry has over 30 years experience in the financial services business and has educated and counseled hundreds of people in all areas of financial planning. He is owner and president of Planwealth, Inc. Larry's focus is on providing education and advice regarding various investment strategies, products and programs to help achieve his clients goals.

Larry holds FINRA security licenses - Series 6,7, 22, 24, 51, 63 - and is registered in 33 states. He has been a practicing (CFP®) Certified Financial Planner™ since 1989. He is also an Investment Advisor Representative with Larry H. Knoble, a Registered Investment Advisor, and additionally, is insurance licensed. Separately, he is a registered representative of Royal Alliance Associates, Inc., Member FINRA/SIPC. Larry is a graduate of University of Wisconsin, receiving a Bachelor of Science Degree in 1981.

Larry loves his profession and takes pride in his ability to help people succeed with their financial goals. He believes that all successful relationships are based on a foundation of trust and respect, qualities he values highly and incorporates into his practice. He strives diligently to provide the highest level of service to his clients.