Brooks Larson, financial advisor Burnsville MN

Brooks Larson

CRD Number: 2148509
Current Firm: Brooks Larson Wealth Management

Brooks Larson (CRD# 2148509) is an Investment Advisor Representative working at Brooks Larson Wealth Management in Burnsville, MN and has over 12 years of experience in the finance industry.

Similar Advisors
Amy Aadalen, financial advisor Burnsville MN
Amy W. Aadalen
CRD# 1862011
Morgan Stanley
Similar Advisors
Thomas Aamot, financial advisor Burnsville MN
Thomas V. Aamot
CRD# 2842177
Calhoun Financial Planning And Management
Similar Advisors
Alexis Abanto, financial advisor Burnsville MN
Alexis G. Abanto
CRD# 6665238
U.s. Bancorp Investments, Inc.
Professional Designations
Company Name Location Dates Years
Wealth Planning Systems, LLC Lakeville, MN Nov 1994 - Current 26
Brooks B. Larson; Self Employed Lakeville, MN Jan 1991 - Current 30
Gradient Securities, LLC Shoreview, MN Dec 2009 - Dec 2012 3
Schmitty & Company Lakeville, MN Jun 2010 - Apr 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Brooks B. Larson
Phone Number: 952-237-2864
Registered State(s):
  • MN
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Brooks Larson and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.