Featured Business Financial Advisor in Leawood, KS
Leawood Financial Advisors
Larson Financial Services Inc.
4501 College Boulevard Suite 260
Leawood, KS 66211
Phone Number
Advisor Profile
Douglas C. Black CFP  Founder
Name:  Douglas C. Black CFP Founder
Website:  Visit Website
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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

States Willing to do Business in:    Greater Kansas City area
Name of Broker/Dealer:    SECURITIES AMERICA, INC.
I work with the following types of clients:    Individual Investors
Number of Years with Current Firm:    25
Firm CRD#:    10205
CRD#:    22437
Years of Experience in Financial Services:    48
 

Services

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

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Securities Licenses:    Series 7, Series 22, Series 63, Series 65
Certifications, Accreditations & Designations:    CFP™
 

Firm Information

Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    200
Advisor's Number of Clients:    400
Assets Managed by Advisor:    $80,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered 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:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1%
 
 
 
 
 
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