Larry Halvorson, III
Business Intermediary at Murphy Business
Based on current listings; this profile has not stated a specialty.
About
Larry Halvorson, III is a Business Intermediary with Murphy Business in Boise, Idaho. He joined after a 40-year career in financial services and wealth management, during which he worked alongside clients' CPAs, tax attorneys, bankers, and trust officers on succession and exit plans, including transfers to the next generation, key employees, and outside buyers. After earning an Accounting degree from the University of Idaho, Halvorson sold life insurance for Northwestern Mutual for 25 years, served as a Wealth Advisor at Key Private Bank and Vice President of United Heritage Financial Services, and was President and Owner of Nexus Wealth Management. He holds the AEP, ChFC, CLU, and CWS designations, previously held FINRA Series 6, 7, 63, 26, and 24 licenses, served as President of both the Idaho Association of Insurance and Financial Advisors and the Financial Planning Association of Idaho, and has been a member of the Boise Estate Planning Council for over 30 years. He comes from a family that has owned retail stores, restaurants, car sales, trailer manufacturing, mini-storage, trucking, and moving businesses, among others.
Who is a good fit for Larry Halvorson, III
- Idaho owners planning a family succession or a sale to key employees
- Sellers who want the tax and estate side of an exit coordinated with their CPA and attorney
Active listings (2)
Asking prices from $1.1M to $3.5M.