Larry Halvorson, III
Larry comes to Murphy Business and Financial after a successful 40-year career in Financial Services and Wealth Management. After finishing his degree in Accounting at the University of Idaho, he sold life insurance for Northwestern Mutual for 25 years; was a Wealth Advisor for Key Private Bank; Vice President of United Heritage Financial Services, Inc; and President/Owner of Nexus Wealth Management, Inc.
Larry worked with his clients as a part of their Business and Estate Advisory Team including their CPA, Tax Attorney, Banker and Trust Officer. They helped their clients formulate their Business Succession and Exit Plans with the focus on maximizing value to the client and their family while minimizing estate, income and transfer taxes. This included the passing/selling of their business to the next generation, to key employees or to outside purchasers.
Over the years, Larry earned the professional designations of (AEP) Accredited Estate Planner, (ChFC) Chartered Financial Consultant, (CLU) Chartered Life Underwriter and (CWS) Certified Wealth Strategist. He previously held FINRA Securities Licenses Series 6,7,63,26,24.
Larry also served as President of both the Idaho Association of Insurance and Financial Advisors and the Financial Planning Association of Idaho. He has been a member of the Boise Estate Planning Council for over 30 years.
Larry comes from a family of business owners and understands their feelings, challenges, business issues and family concerns. His family has owned many retail stores (shoe, fabric, auto supply); restaurants – franchise & non-franchise, catering; car sales, trailer manufacturing, mini-storage, fencing, games/arcade, bars, logging, payday loans; trucking, transport, moving business, commercial property, & ice business (grandfather)…
Larry would welcome the opportunity to meet you, discuss your situation and help develop a strategy for selling your business or help you buy a business!