Craig, Larson
Larson Financial Advisors
13625 Ronald Reagan BlvdBuilding 10 Suite 100
Cedar Park, TX 78613
5129102722
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
2-4
CRD#
2026803
Firm CRD#
158618
Insurance License#
38337
Name of Broker/Dealer
N/A
Name of Custodial Firm
Charles Schwab / TD Ameritrade
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
140
Assets Managed by Firm
$60 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
$82 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
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1874216/financialplanners-Larson-Financial-Advisors-detailed-disclosure.html