Larry Kriesmer
Directeur Général chez Measured Risk Portfolios, Inc.
Profil
Mr. Lawrence D.
Kriesmer is a Chairman & Chief Compliance Officer at Measured Risk Portfolios, Inc. He is a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.
He formed Measured Risk Portfolios, a registered investment advisor, in 2001.
Mr. Kriesmer was previously employed as a Principal by Independent Financial Group LLC and a Principal by MML INVESTORS SERVICES INC.
He graduated from the University of Redlands as an English Major but quickly passed the General Securities Representative Series 7 exam in 1986 and has subsequently passed the Series 24 Registered Principal exam and holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from the Society of Financial Service Professionals.
Postes actifs de Larry Kriesmer
| Sociétés | Poste | Début |
|---|---|---|
Measured Risk Portfolios, Inc.
 Measured Risk Portfolios, Inc. Investment ManagersFinance Measured Risk Portfolios, Inc. (MRPI) is an independent, SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Lawrence D. Kriesmer and Bernard A. Surovsky in 2001. Prior to December 2015, the firm operated under the name of Kingsroad Financial Insurance Services Inc., dba Measured Risk Portfolios. MRPI provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, foundations, trusts, and US corporations, as well as other investment advisers. | Directeur Général | 01/01/2001 |
Anciens postes connus de Larry Kriesmer
| Sociétés | Poste | Fin |
|---|---|---|
Independent Financial Group LLC
 Independent Financial Group LLC Investment Banks/BrokersFinance Founded in 2003 by Scott Heising, Independent Financial Group LLC an investment firm and broker/dealer is a broker/dealer located in San Diego, California. The firm offers personalized services to individuals and institutional investors through their team of independent financial professionals. The firm's representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs and stocks and bonds. Independent Financial Group offers no proprietary investment products. The firm processes direct business accounts held through major mutual funds and insurance companies, as well as, brokerage business through their clearing partner, Pershing LLC, a subsidiary of the Bank of New York. Independent Financial Group provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 15/09/2017 |
MML Investors Services LLC
 MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Corporate Officer/Principal | 24/02/2006 |
Formation de Larry Kriesmer
| University of Redlands | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Measured Risk Portfolios, Inc.
Measured Risk Portfolios, Inc. Investment ManagersFinance Measured Risk Portfolios, Inc. (MRPI) is an independent, SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Lawrence D. Kriesmer and Bernard A. Surovsky in 2001. Prior to December 2015, the firm operated under the name of Kingsroad Financial Insurance Services Inc., dba Measured Risk Portfolios. MRPI provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, foundations, trusts, and US corporations, as well as other investment advisers. | Finance |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Finance |
Independent Financial Group LLC
Independent Financial Group LLC Investment Banks/BrokersFinance Founded in 2003 by Scott Heising, Independent Financial Group LLC an investment firm and broker/dealer is a broker/dealer located in San Diego, California. The firm offers personalized services to individuals and institutional investors through their team of independent financial professionals. The firm's representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs and stocks and bonds. Independent Financial Group offers no proprietary investment products. The firm processes direct business accounts held through major mutual funds and insurance companies, as well as, brokerage business through their clearing partner, Pershing LLC, a subsidiary of the Bank of New York. Independent Financial Group provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
