Larry Franklin Wynn

Current Employers

Employment History

• 02/2013 → Present
  Minnesota Life Ins Co
  St Paul, MN
• 02/2013 → 10/2020
  Securian Financial Services, Inc
  St Paul, MN
• 02/2013 → Present
  Planto Roe Financial Svcs Inc
  San Antonio, TX
• 05/2004 → Present
  Larry Wynn - Royalites
  Boerne, TX
• 10/2020 → 06/2024
  Securities America, Inc.
  Boerne, TX
• 10/2020 → 06/2024
  Securities America Advisors
  Boerne, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Boerne, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Boerne, TX

Previous Registrations

• 2020-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  Boerne, TX
• 2013-02-14 → 2020-11-19
  Securian Financial Services, Inc.
  San Antonio, TX
  San Antonio, TX
  Boerne, TX
• 2005-09-22 → 2013-02-12
  New England Securities
  Houston, TX
  Houston, TX
  San Antonio, TX
  Boerne, TX

Other Businesses

1. DBA: SYMMETRY FINANCIAL SOLUTIONS 2. LARRY WYNN POSITION: Principal NATURE: Introduce insurance products/services where needs are identified. Primarily for estate planning, or protection, or limited asset growth opportunities with limited or 'no' downside risk. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/07/2020 ADDRESS: 801 N. Main St, Ste D, Boerne TX 78006 DESCRIPTION: On a limited basis, I will identify potential areas of need for various insurance based products including LTC, Fixed Indexed Annuities, Whole Life/Term, and VA. 3. NO SEPARATE DBA OR NAME POSITION: Principal NATURE: Investment Advisory--My 'investment' practice is basically 100% IA with the very minor exception of where a client spouse, etc. might have a small 'brokerage account' INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 09/07/2020 ADDRESS: 801 N. Main St, Ste D, Boerne TX 78006 DESCRIPTION: As an IAR I solicit investment clients to manage their assets for an 'advisory fee'. Activities include developing investment proposals, including proposed portfolio allocation based on risk profile, establishing account and on-going-frequent monitoring of account performance, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-07
• S63 Uniform Securities Agent State Law Examination
  2003-07-14

Other Names

• Larry Wynn
• Larry Franklin Wynn
• Larry Franklin Wynn