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:
ADV Form II Link:

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

Gender:    Male
CRD#:    002026803
Insurance License#:    38337
Name of Broker/Dealer:    N/A
Name of Custodial Firm:    Charles Schwab / TD Ameritrade
States Licensed in:    TX, MN
States Willing to do Business in:    Austin,Bertram,Cedar Park,Georgetown,Leander,Liberty Hill,Round Rock
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    20
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.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses


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


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

Qualifications & Memberships

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

Firm Information

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


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

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $150000
Compensation Methods:    Flat Fee, Based on Assets
Yellow Pages - RothIra.org © 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved