
Cfp Colton Larue
CFP Series 7, 63, 66 licenses held General lines Life, Health, and Annuities Investment advisory services offered through Victory Financial Group,... | McKinney, Texas, United States
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Cfp Colton Larue’s Emails co****@sw****.com
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Cfp Colton Larue’s Location McKinney, Texas, United States
Cfp Colton Larue’s Expertise CFP Series 7, 63, 66 licenses held General lines Life, Health, and Annuities Investment advisory services offered through Victory Financial Group, an independent registered investment adviser. Victory Financial Group is not a registered broker dealer and is independent of Charles Schwab. Growing up in small, east Texas, blue-collar town of 608 people (Lovelady), taught me values that we hold true in our business every day. It was engrained in me to have great respect for good people who work hard and serve their community well. Service, hard work, and passion for learning are foundational values that help me, and our team serve our clients well and help them make prudent financial decisions. Our goal is to ultimately help our clients in attaining wealth (the ability to do what you want, when you want, with who you want for as long as you want*) by making wise decisions by going through a documented and designed process (5 Level Planning Process) that provides framework for prudent decision making in regard to: investment, retirement, education, income tax, insurance and estate planning decisions. My passion for learning began at a young age but began to materialize in the world of finance at Austin College. As my passion for this industry grew, I decided to attain my CERTIFIED FINANCIAL PLANNER certification through the University of Dallas. We believe it is most important to be able to quickly adapt to the ever-changing, complex environment of personal financial planning. By continuing to be a student of the industry, I believe we can continue to serve clients at the highest level, no matter what season of life they are in or what challenges we may face together. My wife, Erica, and I got married in June of 2018. We now have a family of 4 and our kids, Beckett (born in 2019) and Lyla (born in 2021) are our pride and joy. We are in a fast-paced season of life and wouldn’t have it any other way. We both enjoy golf, outdoor sports, and spending time with our puppy, Moose. Our kiddos have been following our paths closely as they both love being outside too, and our kids love sports. Most recently we have taken up coloring and puzzles with our daughter and board games and reading with our son. We believe it is important to be active in our community and the organizations that strengthen it and we have done this in each community that we’ve been a part of since we first met.
Cfp Colton Larue’s Current Industry L5 Wealth Planning
Cfp
Colton Larue’s Prior Industry
Insphere Insurance Solutions
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Fidelity Investments
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Axa Advisors
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Sagespring Wealth Partners
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L5 Wealth Planning
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Work Experience

L5 Wealth Planning
Managing Partner
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sagespring Wealth Partners
Director of Financial Planning - Nace-LaRue Wealth Team, CERTIFIED FINANCIAL PLANNER™
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Axa Advisors
Financial Professional
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Investment Solutions Representative
Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Insphere Insurance Solutions
Insurance Agent
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)