Featured Business Financial Advisor in Cedar Park, TX
Cedar Park Financial Advisors
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”
Advisor Profile
Craig Larson
Name:  Craig Larson
Phone Number:  (512) 910-2722
Website:  Visit Website
Disclosure Link:
www.larsonadvisors.com
ADV Form II Link:
www.larsonadvisors.com

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

States Willing to do Business in:    Austin,Bertram,Cedar Park,Georgetown,Leander,Liberty Hill,Round Rock
Insurance License#:    38337
CRD#:    002026803
States Licensed in:    TX, MN
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
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 fee-based independent investment advisor. We work for YOU, and not some firm.
Number of Years with Current Firm:    20
Years of Experience in Financial Services:    27
Name of Custodial Firm:    Charles Schwab / TD Ameritrade
Name of Broker/Dealer:    N/A
Gender:    Male
 

Education

Academic Background
 
1989 B.A. Economics - St. Olaf College
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Health, Annuity
Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF)
 

Firm Information

Advisor's Number of Managed Clients:    160
Advisor's Number of Clients:    160
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $150000
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee Only
 
 
 
 
 
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