Layman Lewis Financial Group- Financial Advisor Loveland, CO

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About Layman Lewis Financial Group

We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

Firm CRD#

282580

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity

Firm Information

Firm's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

Avg. 1.25%

Hourly Rate

Additional Details on Charges

Our fee structure is based on the assets managed which varies depending on the clients needs. Our typical clients are paying between .75 and 1.25% on their overall portfolio.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest. Insurance products are offered through the insurance business Layman Lewis Financial Group. Layman Lewis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Layman Lewis Financial Group are not subject to Investment Adviser requirements. 2528260 08/24

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891906/paladinregistry-Layman-Lewis-Financial-Group-detailed-disclosure.html

Disclaimer

https://laymanlewis.com/disclosure/

Paladin Advisors

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Layman Lewis Financial Group