Larson Financial Advisors- Financial Advisor Cedar Park, TX

Home > Financial Advisor Directory > texas > cedar park

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

See Disclosures

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

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

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

$95 million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$95 million

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

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.

Click Here to view ADV Part 2A

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Larson Financial Advisors