Larry Witzel, CFP®, CLU® - PresidentPrincor Registered Representative
Phone: 319-363-2509
Larry has over 18 years of financial services experience. He is a Registered Representative and Investment Adviser Representative with Princor Financial Services Corporation, and is a Financial Representative of Principal National and Principal Life. He is a CERTIFIED FINANCIAL PLANNERTM professional.
Since entering the financial services industry in 1990, Larry focused his energies on helping closely held businesses provide quality retirement solutions for their employees, while also working with individuals, executives and entrepreneurs in developing their personal financial plans.
Using disciplined systems and processes, incorporating resources from some of the largest investment and financial services firms in the country, then combining with the experience gathered from working with growing firms and progressive executives from the Midwest, Larry has assisted hundreds of firms and individuals work to achieve greater financial security, retain their key employees, and save money.
Larry is active locally and within the financial services industry, as a board member and past president of NAIFA-Cedar Rapids (National Association of Insurance & Financial Advisors) the Cedar Rapids Chamber of Commerce, the Cedar Rapids Estate Planning Council and within his church. He is also a recognized member of the Court of the Table and Top of the Table at the Million Dollar Round Table, an industry organization recognizing financial services representatives worldwide.
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Larry Witzel is licensed in AK, AZ, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, OH, TN, TX, UT, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AK, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, OH, PA, TN, TX, UT, WA, and WI and adviser registered in IA. Bert McClintock is licensed in DE, IA, MO, NC, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NC and adviser registered in IA. Gabe Rohwedder is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NY and adviser registered in IA. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Larry Witzel, Bert McClintock, and Gabe Rohwedder may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Larry, Bert or Gabe that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Larry Witzel, Bert McClintock, and Gabe Rohwedder, Principal National and Principal Life Financial Representatives, Princor Registered Representatives, and Financial Advisors. Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group®. |
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