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Able Financial Group, LLC CRD 323646
$733M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-12 |
Branch Locations
8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 06/2015 | 01/2023 |
| Private Client Services | Scottsdale | AZ | 01/2023 | Present |
| Able Financial Group, Llc | Scottsdale | AZ | 01/2023 | Present |
Lawrence Van Quathem serves as investment adviser representative of affiliated RIA, ABLE Financial Group; provides investment advisory and financial planning services; devotes approximately 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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