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Paladin Research Report For:

Craig Larson

Larson Financial Advisors

CLU®CLU®
13625 Ronald Reagan Blvd
Building 10 Suite 100
Cedar Park, TX 78613
512-910-2722

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!).

See Disclosures

General Information

Firm Start Year
  • 1996
No. of Employees
  • 2-4
CRD#
  • 2026803
Firm CRD#
  • 158618
Insurance License#
  • 38337
Name of Broker/Dealer
  • N/A
Name of Custodial Firm
  • Charles Schwab
States Licensed in
  • TX, MN
Years of Experience in Financial Services
  • 35
Number of Years with Current Firm
  • 28
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 155
Assets Managed by Firm
  • $85 million
Advisor's Number of Clients
  • 160
Advisor's Number of Managed Clients
  • 160
Advisor's Number of Planning Clients
  • 100
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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