Larry Lee Mathis
Investment adviser representative at Mathis Wealth Management
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$212.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Ausdal Financial Partners, IncSep 2026 to now
- Mathis Wealth ManagementNov 2004 to now
- Larry Mathis and Rhonda Mathis JtwrosAug 2021 to Jan 2022
- Little League and Aia UmpireMar 2017 to Jun 2023
- Maui Dental SeminarFeb 2016 to Feb 2018
- Knollmiller & ArenofskyJan 2016 to Jan 2017
- Mathis FinancialNov 2004 to Jan 2018
- United Planners Financial ServicesJul 2000 to Sep 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Mathis Wealth Management
Legal name: Larry Mathis Financial Planning, L.L.C.
$212.8MAssets managed
310Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2282125
- Firm CRD
- 172858