About Me
| | Larry Fox
CLU®, ChFC®, CFP®Senior Financial Advisor(319) 234-7000
3404 Midway Dr
Waterloo, IA 50701
larry.k.fox@ampf.com
LARRY K FOX & ASSOCIATES
Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.
Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:
- Provide for future generations
- Give to causes you care about
- Preserve your wealth so that you can maintain your lifestyle throughout retirement
This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you. Interests- I am captain of one of Iowa 50's and over tennis teams and we have been lucky enough to be competitive to win the Iowa championship and be able several times in the last 10 years to represent the state at the MIssouri Valley Sectional championships.
- My wife and I love to travel to Italy and especially Tuscany.
- My wife and I love to go to UNI Panther football and basketball games and Gallagher-Bluedorn Performing Arts Center Artist Series events.
| Community Participation- President, Exceptional Persons Foundation
- Advisory Board, Gallagher-Bluedorn Performing Arts Center
- Church council, Nazareth Lutheran Church
- Chairman, Finance Committee, Nazareth Lutheran Church
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Qualifications
- CLU, Chartered Life Underwriter
- CFP, Certified Financial Planner
- ChFC, Chartered Financial Consultant
- MDRT, Million Dollar Round Table
Professional Associations
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Asset Allocation
License information
I am licensed and registered to conduct business in
IA.
Based on licenses and registrations I hold, I may also conduct certain business in
AZ, CA, CO, FL, IL, KS, MN, MO, NM, OH, PA, TX, VA, WA, WI, OK
CA Insurance #0F33792
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