Steven Larson, financial advisor Ames IA
93 score

Steven Larson

CRD Number: 4577948
Current Firm: Clarity Asset Management, Inc.

Steven Larson (CRD# 4577948) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Clarity Asset Management, Inc. Ames, IA Nov 2013 - Current 4
Biblical Instit. For Leadership Dev Ames, IA Jun 1989 - Dec 2013 24
Clarity Asset Management, Inc. Ames, IA Apr 2001 - Nov 2013 12
Resource Planning Group Ames, IA Jan 2000 - Jul 2012 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Steven J. Larson
Phone Number: 515-233-3152
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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