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.

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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
    17
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $155,140
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

MN

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