Profiles

Compensation

Corporate Disclosure

Larry F. Boord, JD, CLU, ChFC

Larry is a 1975 graduate of the Ohio Northern University College of Law.  Admitted to the Ohio Bar in 1975, Larry does not practice law.  Larry received his CLU (Chartered Life Underwriter) degree from the American College in 1980.   Larry obtained his ChFC (Chartered Financial Consultant) degree in 1985 from the American College.  Both the CLU and ChFC degrees are awarded by the American College, supported by the Society of Financial Service Professionals and demonstrate a commitment to knowledge, continuing education and the industry.  Members of the Society of Financial Service Professionals are committed to a professional pledge of service and advice in the best interest of clients.

Larry is a licensed life and health insurance agent.  Larry is a resident licensee in Ohio and a nonresident licensee in other states, including Pennsylvania, Michigan, California, and New York.  Larry is a field representative with the Guardian Life Insurance Company of America, New York, NY.  Boord & Associates has contractual agreements with numerous other insurance companies.   Our primary focus is to serve the insurance needs of our clients. 

Larry is securities licensed in: California, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, North Carolina, New York, Ohio and Pennsylvania.  He is advisory licensed in California, Louisiana and Ohio.

Larry is active in his local community and serves in various boards and organizations.

Thomas D. Wyatt, JD, CFP, CLTC

Tom is a 2003 graduate of the Capital University Law School.  Tom was admitted to the Ohio Bar in 2003, but does not practice law.  Tom is also a graduate Magna Cum Laude of the University Of Toledo School Of Business, with areas of concentration in Finance and Management. 

Tom holds the CFP (Certified Financial Planner) Certification.  The CFP certification is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements.

Tom also holds the CLTC (Certified in Long Term Care) designation, indicating expertise in the field of Long Term Care Planning. 

Tom has eight years’ experience in the life insurance industry, and has been working with Boord & Associates in the areas of retirement planning and financial planning for over 10 years.  Tom has been a member of the Society of Financial Service Professionals, the Ohio Bar Association and the Columbus Bar Association since 2003. 

Tom also holds the Series 7 and 63 securities licenses and various insurance licenses.  Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in other states. 

Tom is securities licensed in: California, Florida, Indiana, Kentucky, Michigan, Nevada, Ohio and Pennsylvania.  He is advisory licensed in Ohio.

Helga C. Klein

Helga assists Larry and Tom with the daily operation of the office.   Helga is a graduate of The Ohio State University with a B.S. in Business Administration and is a licensed insurance agent.  She has 16 years experience in the financial and insurance fields.  Helga has been with Boord & Associates since June, 1990.

Larry F. Boord and Thomas D. Wyatt are both Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004.  Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 1-888-600-4667.  PAS is an indirect, wholly owned subsidiary of Guardian.  Boord & Associates is not an affiliate or subsidiary of PAS or Guardian.  PAS and the Registered Representative do not provide tax advice, legal advice, or services. 

PAS is a member of NASD, FINRA.