Layman Lewis Financial Group
5401 Stone Creek Circle
Suite 201
Loveland, CO 80623
9706691225
About Layman Lewis Financial Group
We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
5-9
Firm CRD#
282580
Work with the following types of clients
Individual Investors
Advisory Services Provided
401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Annuity
Firm Information
Firm's Number of Clients
728
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Fee % Based on Assets
Avg. 1.25%
Hourly Rate
n/a
Additional Details on Charges
Our fee structure is based on the assets managed which varies depending on the clients needs. Our typical clients are paying between .75 and 1.25% on their overall portfolio.
Minimum Fee Charged for Managed Accounts
n/a
Minimum Fee Charged for Hourly Planning Accounts
n/a
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest. Insurance products are offered through the insurance business Layman Lewis Financial Group. Layman Lewis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Layman Lewis Financial Group are not subject to Investment Adviser requirements. 2528260 08/24
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891906/rothira-Layman-Lewis-Financial-Group-detailed-disclosure.html
Disclaimer
https://laymanlewis.com/disclosure/