About My Practice
With more than 40 years of international experience in financial planning and four professional designations, Larry Cogdell, CFP®, ChFC®, CLU®, LUTCF is uniquely qualified to help you plan your financial future. His experience, professional training and a "Passion for Excellence" will add greatly to your financial planning relationship. His previous training experience helps him explain complex financial ideas using his unique teaching experiences.
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 and the Ashland Community Hospital Foundation.
He is a member of the Financial Planning Association, the Southern Oregon Estate Planning Council and currently serves as a board member of both the Rogue Eagles RC club (as Public Relations Director) and Wilderness Trails, a non-profit Christian-based camping ministry building perseverance, character and hope in youth in Southern Oregon.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 53, 63, 66
Life insurance: OR, CA, AZ, Health/disability insurance: OR, CA, AZ, Fixed annuities: OR, CA, AZ, Variable annuities: OR, CA, AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, LUTCF
SagePoint Financial, Inc.
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance services are provided by Planner4U LLC which is not affiliated with SagePoint Financial, Inc.
Considerations: Minimum Fee Based account size is $250,000. Commission or transactional accounts will be considered at any resonable size.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.