LARRY DELEGGE - CHIEF INVESTMENT OFFICER
As the Founder and Chief Executive Officer of DeLegge Financial Services, Larry has experience working to help clients in the following areas: Estate Planning, Retirement Savings, College Funding, and Portfolio Construction. He started by working in a family operated financial practice that's been in business for over 40 years. He was tutored and mentored as a financial advisor by his father Louis DeLegge, who was responsible for training over 600 associates during his career.
Larry is also an active member of the National Society of Financial Educators (NSFE.org). The National Society of Financial Educators (NSFE) is a network of educators dedicated to helping pre-retirees improve their lives through comprehensive personal finance education. These courses are conducted on university and college campuses across the country and are designed to increase awareness about financial issues so that pre-retirees can make more informed decisions about their retirement
In addition Larry has been serving continuously as an active member of the Board of Directors at Metro Federal Credit Union since 2011
Larry's professional designations and accomplishments have included:
Certified Estate advisor (CEA), Certified Senior advisor (CSA), FINRA Series 7 Securities Representative*, Series 24 Registered Principal* and Series 66 Securities licenses. In addition he is a Wells University Graduate and holds Life/Health insurance licenses. In 2002 Larry founded the National Society for Wealth Preservation, an organization dedicated to maximizing and retaining our client's capital. Before serving as a financial advisor, Larry served his community for 6 years at the local police department as a Community Service Officer. He grew up in the northwest suburbs of Chicago. His personal interests include spending quality time with his two children, remaining actively involved in his religious community, riding his Harley or cruising in the family classic 1967 Mustang.
*Note: Series 7 and 24 Licenses are no longer active