Larry D Kloefkorn
Advisor at Market Investment Group, LLC — Wichita, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
12 years
Location
Wichita, KS 67202
Market Investment Group, LLC
Supported
Total advisors
3Clients per advisor
605 Very HighAvg AUM per client
$229,575 Very LowHNW client ratio
3% Very LowLarry Kloefkorn is a financial advisor with Market Investment Group, LLC in Wichita, KS, holding a Series 65 credential and bringing 12 years of industry experience. He is involved in multiple affiliated businesses, including co-ownership of Market Tax Services and Market Medicare Services, which provide tax planning and Medicare-related assistance, respectively. Market Investment Group, LLC serves a diverse clientele ranging from individuals to charitable organizations, offering financial planning and primarily discretionary portfolio management through third-party model portfolios. The firm integrates advisory services with related offerings in insurance, tax/accounting, and legal estate planning, maintaining client supervision while utilizing a sub-adviser for trading and reporting.
Based on Market Investment Group, LLC
Based on Market Investment Group, LLC
Flat fee for financial planning services up to $10,000.
$0 - $249,999: Up to 1.50% $250,000 - $499,999: Up to 1.50% $500,000 - $999,999: Up to 1.25% - 1.50% $1,000,000 - $2,999,999: Up to 1.25% $3,000,000 - $4,999,999: Up to 1.00% $5,000,000+: Up to 0.50%
Commissions earned on sale of insurance products by licensed insurance agents affiliated with the firm.
Hourly fee up to $500 per hour for financial planning services.
Fee-only: Financial planning fees are charged either as up to $500/hour or a fixed fee of up to $10,000. 50% payable upon engagement, remainder due upon completion.
Wichita, KS
110 East Waterman Street, Suite 150
Wichita KS 67202
Advisors at this office
3
Kansas · Texas
12 years of industry experience
FOUNDATIONS INVESTMENT ADVISORS, llc
2026 - Present • 1 year
Wichita, KS
Market Investment Group, LLC
2025 - Present • 1 year
Wichita, KS
Market Medicare Advisors
2024 - Present • 2 years
Wichita, KS
Market Tax Services
2018 - Present • 8 years
Wichita, KS
FOUNDATIONS INVESTMENT ADVISORS, llc
2017 - Present • 9 years
Phoenix, AZ
Market Advisory Group LLC
2015 - Present • 11 years
Wichita, KS
Horter Investment Management, LLC
2014 - 2017 • 3 years
Cincinnati, OH
Ordained Planning, Inc.
2002 - 2020 • 18 years
Wichita, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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