Larry Cogdell Email & Phone Number

833 Alder Creek Dr., Ste A, Meford Or 97504

Providing complete financial and retirement planning services. Portfolio construction/management using both strategic and tactical asset allocation. Services include retirement/distribution planning, IRA and rollover accounts, tax, trust, estate and insurance planning. Fee based or transactional accounts.

833 Alder Creek Drive, Ste A, Medford Or 97504

Larry has passed Series 24, 53, 7, 63 and 66 exams and is an Investment Advisory Representative.IMPORTANT DISCLOSURESecurites and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Planner4U LLC, who is not affiliated with SagePoint Financial, Inc. Investments in securities involve risk, including the potential loss of principal invested.This… Show more Larry has passed Series 24, 53, 7, 63 and 66 exams and is an Investment Advisory Representative.IMPORTANT DISCLOSURESecurites and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Planner4U LLC, who is not affiliated with SagePoint Financial, Inc. Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of OR, AZ, CA, CO, FL, MD, VA, WA, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial, Inc., does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial, Inc., assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. SagePoint Financial, Inc., is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call (541) 770-6999. Show less

833 Alder Creek Dr., Ste A, Medford, Or 97504

Before beginning his financial planner career, Larry served eight years in the United States Air Force specializing in computer and aerospace electronics, including research and development of the BOMARC missile system.His past experience includes senior sales management and training positions both in Europe and in the United States. Moving from a Training Director/account manager position for the Acacia Group in Phoenix, AZ to Medford, OR in December of 1994, Larry's current financial… Show more Before beginning his financial planner career, Larry served eight years in the United States Air Force specializing in computer and aerospace electronics, including research and development of the BOMARC missile system.His past experience includes senior sales management and training positions both in Europe and in the United States. Moving from a Training Director/account manager position for the Acacia Group in Phoenix, AZ to Medford, OR in December of 1994, Larry's current financial planning practice serves the needs of individuals and small to medium size companies.His financial and estate planning presentations to other professional groups include the Southern Oregon Estate Planning Council and the Rogue Valley Association of Insurance and Financial Advisors.For 14 years he was the host of the Larry Cogdell financial planning radio show every week on KCMX radio in Medford, OR.Larry previously served on the boards of the Crater Lake Council of the Boy Scouts of America as Vice President of Endowments for seven years, the Southern Oregon Estate Planning Council and the Finance Committee of the Ashland Community Hospital Foundation.He is a member of the Southern Oregon Estate Planning Council, the Chamber of Medford/Jackson County and currently serves as a board member of both the Rogue Eagles RC Club (as Public Relations Director / Web Master) and Wilderness Trails, a non-profit Christian-based camping ministry building perseverance, character and hope in youth in Southern Oregon.He was one of the first to earn an FAA Certificate as a Remote Pilot in August of 2016 and currently owns AeroTech Videos LLC as a hobby. He is an inventor, having one US Patent for an electronic pager/recording device. Other interests are collecting rare aviation pilot autographs, playing guitar, pickleball and has professionally performed as a magician from age 10. Show less

Certified Financial Planner™ (Cfp®), Financial Planning And Services

Chartered Financial Consultant® (Chfc®), Financial Planning And Services

Chartered Life Underwriter® (Clu®), Insurance