Larry Eugene Thompson
Investment adviser representative at Balance Wealth
25 yearsExperience
1 stateRegistered in
$386.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Balance WealthOct 2025 to now
- Thompson Business AssociatesMar 2005 to now
- Heartland Agdeavor AssociationNov 2001 to now
- Agdeavor Investments, LLCJun 2007 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn 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
- 5539699
- Firm CRD
- 329589