Brett Larson, financial advisor Evanston IL
93 score

Brett Larson

CRD Number: 4620646
Current Firm: Romano Wealth Management

Brett Larson (CRD# 4620646) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Romano Brothers & Company Evanston, IL Nov 2006 - Current 10
Chase Investment Services Corp. Chicago, IL Jul 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Brett P. Larson
Phone Number: 847-866-7700
Firm Website: http://romanowealth.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    957
    MILLIONS
  • Total Number of Accounts
    2,205
    ACCOUNTS
  • Average Account Value
    $433,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MN, NC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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