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Douglas C. Black CFP® Founder

Larson Financial Services Inc.

4501 College Boulevard Suite 260

Leawood, KS 66211
(913) 4282233

About Larson Financial Services Inc.

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.

General Information

Firm Start Year

1999

No.of Employees

5-9

CRD#

22437

Firm CRD#

10205

Name of Broker/Dealer

SECURITIES AMERICA, INC.

Years of Experience in Financial Services

48

Number of Years with Current Firm

25

I work with the following types of clients

Individual Investors

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, Via email, Video Conference

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an 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

CFP™

Securities Licenses

Series 7, Series 65, Series 63, Series 22

Insurance and Annuity Licenses

Annuity, Life, Variable Life, Long Term Care, Variable Annuity

Firm Information

Advisor's Number of Clients

400

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

200

Assets Managed by Advisor

$80,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Disclosures

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.

Disclaimer

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.