Donald Larsen, financial advisor Kansas City MO
96 score

Donald Larsen

CRD Number: 5343809
Current Firm: Bkd Wealth Advisors, LLC

Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 10 years of experience in the finance industry. Donald Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bkd Wealth Advisors, LLC Kansas City, MO Feb 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Donald F. Larsen
Phone Number: 417.866.5822
Firm Website: http://www.bkdwa.com
Registered State(s):
  • IL
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    2,618
    MILLIONS
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $729,614
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MO, MS, NC, NE, OH, OK, OR, PA, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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