Reinventing Retirement Benefit Consulting, Realizing Results

Larry Klesser

Participant Communication Specialist

Larry Klesser joined Strategic Retirement Group in 2009 and is an Account Executive in SRG’s healthcare practice group serving several clients in the Central Pennsylvania area.

Larry entered the financial services industry with Prudential Securities specializing in fee-based retirement planning.

Following his experience with Prudential Securities, Larry worked for GBS Retirement Services, Inc. (the retirement division of Arthur J. Gallagher & Co.), for almost 11 years as a Benefits Consultant. At Gallagher, his responsibilities included client relationship management, new client transition and development of participant communication and education for various not-for-profit hospitals.

Larry holds FINRA series 7, 63 and 65 registrations through Triad Advisors, and is licensed with the Pennsylvania Insurance department. He is also an Investment Advisor Representative of Strategic Retirement Group, Inc., a SEC Registered Investment Advisor. Larry is a client services associate with and, securities and Retirement Plan Consulting Program advisory services offered through Triad Advisors, a Registered Investment Advisor, member FINRA/SIPC.

Larry obtained his B.A. and M.A. degrees in Economics from the University of Connecticut.