Craig Larson

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About Craig Larson

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and an early adopter of the Fiduciary fee-only practice model to provide the best and most unbiased advice possible.
Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU^®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor.

From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I.

Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations.

Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

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General Information

Firm Start Year

1996

No. of Employees

CRD#

2026803

Firm CRD#

158618

Insurance License#

38337

Name of Broker/Dealer

Name of Custodial Firm

Charles Schwab

States Licensed in

TX, MN

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Worked in the financial services industry since 1989. I've worked for big firms and small firms and come to the conclusion that the only way to properly serve clients is as a fiduciary, fee-based independent investment advisor. We work for YOU, and not some firm.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®), CLU^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Annuity, Long Term Care, Life

Firm Information

Firm's Number of Managed Clients

Assets Managed by Firm

$85 million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$85 million

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Additional Details on Charges

Once we understand a client's situation and the scope of services and management we'll be happy to provide a proposal with specifics on fees and service model.

Education

B.A. - Economics

St. Olaf College
09/02/1985 -05/25/1989

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874216/paladinregistry-Larson-Financial-Advisors-detailed-disclosure.html

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Paladin Research Report For:

Larson Financial Advisors