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Larry Eugene Thompson

Balance Wealth

Worthington, OH

Chillicothe, OH

CRD 5539699

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Employer firm

Balance Wealth CRD 329589

$387M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Balance Wealth

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-24
  • OH RA
    APPROVED
    Since 2025-10-24

Branch Locations

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Chillicothe, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Agdeavor Investments, Llc Columbus OH 06/2007 03/2026
Heartland Agdeavor Association Columbus OH 11/2001 Present
Thompson Business Associates Columbus OH 03/2005 Present
Balance Wealth Chillicothe OH 10/2025 Present
  • 06/2007 → 03/2026
    Agdeavor Investments, Llc
    Columbus, OH
  • 11/2001 → Present
    Heartland Agdeavor Association
    Columbus, OH
  • 03/2005 → Present
    Thompson Business Associates
    Columbus, OH
  • 10/2025 → Present
    Chillicothe, OH
Previous Registrations
  • 2008-06-17 → 2026-03-24
    Agdeavor Investments
    Columbus, OH
Other Businesses

HEARTLAND AGDEAVOR ASSOCIATION; INVESTMENT-RELATED; PRIVATE RESIDENCE IN COLUMBUS, OH; FINANCIAL SERVICES; EXECUTIVE DIRECTOR; START DATE: 11/2001; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; PROVIDES MANAGEMENT AND ADMINISTRATION TO FOUR LLC's. THOMPSON BUSINESS ASSOCIATES; NOT INVESTMENT-RELATED; PRIVATE RESIDENCE IN COLUMBUS, OH; CONSULTING AND BUSINESS MANAGEMENT; PRESIDENT; START DATE: 03/2005; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; PROVIDE CONSULTING AND BUSINESS MANAGEMENT ON A CONTRACT BASIS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-15
  • S65 Uniform Investment Adviser Law Examination
    2008-05-15

View on SEC IAPD

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