Larson Financial Services, Inc., opened its doors to clients in 1999 with a goal of helping people protect their assets and retire happy.

The firm was founded by Doug Black, and named after Doug's maternal grandfather, CA Larson, who served as a sound role model for his family for many years.

Doug, a CERTIFIED FINANCIAL PLANNER Practitioner, has been serving individuals at or near retirement throughout the Greater Kansas City area for more than 40 years. His daughter, Jennifer and son, Steve, have become integral to the firm's success by providing reliable service and trustworthy advice to the individuals and families they service. As Registered Investment Advisor Representatives, and with three convenient locations in the Kansas City area, Larson Financial Services, Inc., delivers on its promise to deliver simple and sound retirement strategies for all clients.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Broker/Dealer

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

Compensation Methods

Fee % Based on Assets

Securities offered through Securities America, Inc., member FINRA, SIPC.. Advisory services offered through Arbor Point Advisors, LLC. Larson Financial Services, Inc., Arbor Point Advisors, LLC and Securities America are separate entities.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.