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Larry Furrer

Advisor at Amuni Financial, Inc.

Updated today

Location

Little Rock, AR 72207

Credentials

Series 63, Series 65

Industry experience

45 years

About

Larry Furrer is a financial advisor at Amuni Financial, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Municipal Securities, Inc. since 1993. Outside of his advisory role, he serves as secretary-treasurer for the Kiwanis Club in Little Rock, Arkansas. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach, offering fee-based portfolio management and wrap fee programs with a range of investment products and educational resources.

Client services

Based on Amuni Financial, Inc.

Portfolio management Selection of other advisers Educational seminars or workshops
Financial planning services available through clearing agent agreement

Expertise

Based on Amuni Financial, Inc.

Annuities Active portfolio management

Fee options

Percentage

$10,000 - $25,000: up to 2.00% annually (FundSource Program, includes outside manager fee) $10,000 - $10,000: 2.50% annually (Personalized UMA Single Strategy, includes outside manager fee) $15,000 - $15,000: 2.50% annually (Personalized UMA Custom Blend, includes outside manager fee) $200,000+: 2.50% annually (Personalized UMA Optimal Blends, includes outside manager fee) $50,000 - $2,000,000: 2.50% annually (Customized Portfolios program) $25,000+: up to 3.00% annually (Asset Advisor Program) $25,000+: up to 1.75% annually (CustomChoice Program) $50,000+: up to 3.00% annually (PIM - Private Investment Management Program) $100,000+: up to 2.05% annually (Private Advisor Network Program; outside manager fee in addition)

Commissions

Brokerage commissions and transaction fees apply in brokerage accounts; commissions received on sales of load and low-load mutual funds, ETFs, and fixed income securities.

Other

Account minimum: $10,000 Minimum fee: All accounts are subject to a minimum fee; specific minimum fee amounts are not disclosed. Fee-only: Advisory fees based on percentage of assets under management; no commissions for advisory accounts.

Location

1501 N University Ave, Suite 330

Little Rock, AR 72207

Most active in

Arkansas

Work history

American Municipal Securities, Inc.

1993 - Present (33 years)

Disclosures

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

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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