Larry Witzel, CFP®, CLU®

Larry Witzel, CFP®, CLU®

President

Larry entered the Financial Services industry in 1990; and in 2002 established his firm, Strategic Financial Solutions, LLC, to be focused on servicing corporate and individual clients. Larry’s energy, experience, analytical aptitude and unique ability to break down complex or challenging situations into understandable and executable individual and business financial planning has helped develop Strategic Financial Solutions in to a premier regional firm.

Larry’s focus on professional accreditation and continuing education prompted him to obtain his CERTIFIED FINANCIAL PLANNERTM(CFP®) professional designation. He has also obtained his Chartered Life Underwriter (CLU®) from the American College of Financial Services.  In 2008, he obtained his Accredited Investment Fiduciary designation (AIF). . 

Larry received his bachelor’s degree from Iowa State University, graduating with honors with a major in Agricultural Business (emphasis on economics) and a minor in Business Administration.

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 and Financial Advisors) the Cedar Rapids Economic Alliance (1989 graduate of the Chamber’s Leadership for Five Seasons),  Incoming President of The Cedar Rapids Estate Planning Council, is a member of Downtown Rotary and is active within his church. 

He is also a recognized member of the Court and Top of the Table at the Million Dollar Round Table, an industry organization recognizing financial services representatives worldwide.  Larry is also a Principal Presidents Council member, Fidelity Investments Advisor Council and as of 2012 Larry attained Hall of Fame status with Principal Financial Group, in recognition for 20 consecutive years of delivering high quality service to his clients.

Originally a “farm boy” from North Central Iowa, Larry now resides on a farm east of Marion, with his wife of over 30 years, Joni.  Their daughter Rachel lives in Marion and son Nate, also a graduate of Iowa State University, is currently living in Texas.  Larry’s free time includes golf, racquetball, boating, working on his farm and following ISU athletics.  

Larry is a Registered Representative and Investment Adviser Representative with Principal Securities, and is a Financial Representative of Principal Financial Group.  He holds his FINRA Series 6, 7 and 63 securities registrations, and is licensed to sell annuities; life, disability income, and long term care insurance

Favorite Food: Pizza

Favorite Quote: The harder you work the luckier you get

Favorite TV Show: Big Bang Theory

Favorite Movie: True Grit

Favorite Holiday: Christmas

Bucket List: Hike up/down the Grand Canyon with Nate

Biggest Accomplishment: 30 years of marriage and two great children

Place to visit: Scuba diving off the Great Barrier Reef; The Holy Land

Phone 319-363-2509
Fax 316-362-2443