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Larry Friedenberg

Advisor at Union Capital Company

Updated today
Union Capital Company logo

Firm

Union Capital Company

Location

Seguin, TX

Credentials

Series 63

Industry experience

39 years

About

Larry Friedenberg is a financial advisor with Union Capital Company in Seguin, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Union Capital Company since 2007 and has operated under his own name since 1996. In addition to his advisory role, he is licensed to sell life, health, and annuity insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm combines SEC-registered investment advisory and FINRA broker-dealer functions, applying modern portfolio theory and a range of investment strategies across discretionary and non-discretionary accounts.

Client services

Based on Union Capital Company

Portfolio management Selection of other advisers

Expertise

Based on Union Capital Company

Active portfolio management Concentrated stock management Retirement income strategy

Fee options

Percentage

$0 - $5,000,000: 0.60% - 2.00% $5,000,001 - $10,000,000: 0.40% - 1.75% $10,000,000+: Negotiable

Commissions

Advisory agents may receive commissions, 12b-1 fees, and other compensation from securities and insurance sales.

Other

Account minimum: $25,000

Location

Seguin, TX

Most active in

Texas

Work history

Union Capital Company

2007 - Present (19 years)

Larry Friedenberg

1999 - Present (27 years)

Larry Friedenberg

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 66

New Braunfels, TX

Russell Advisory Group, Inc

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner

Kevin F

CFP®

New Braunfels, TX

Force Acres, LLC

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Military & Veterans Gen X (Born 1965-1980)

Della S

CFP®, RICP®

New Braunfels, TX

Fruit of the Vine Financial, LLC

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
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Benjamin H

CFP®, ChFC®, Series 63, Series 65

New Braunfels, TX

Comal Wealth Management

General retirement planning Retirement income strategy Charitable giving & philanthropy
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Kenneth O

Series 66

New Braunfels, TX

Olson Wealth Management

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)
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Erica S

CFP®, CFA®

New Braunfels, TX

Mountain Flower Investments & Planning

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
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