National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Helping People Build, Protect, and Enjoy their Wealth

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.

General Information

Firm Start Year

1996

No.of Employees

2-4

CRD#

2026803

Firm CRD#

002026803

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

32

Number of Years with Current Firm

24

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.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

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

Services

Investment Types

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

I can meet clients in the following ways

Via Phone, Via Email, At my office

Compliance

Registered Investment Advisor

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

Chartered Life Underwriter (CLU®)

Securities Licenses

Series 66

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Firm Information

Firm's Number of Managed Clients

140

Assets Managed by Firm

$60 million

Advisor's Number of Clients

140

Advisor's Number of Managed Clients

140

Assets Managed by Advisor

$60 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.

Disclosures

www.larsonadvisors.com