Jan Larsen (CRD# 1691508) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Stevens, WA and has over 36 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larsen & Warren Financial Group LLC | Lake Stevens, WA | Mar 2021 - Current | 3 |
| Eagle Strategies, LLC | Lake Stevens, WA | Jun 2006 - Current | 17 |
| Larsen Financial Services | Lake Stevens, WA | Sep 2001 - Current | 22 |
| Nylife Securities LLC | Bellevue, WA | Jun 1987 - Current | 36 |
| New York Life Insurance Company | Everett, WA | Dec 1986 - Current | 37 |
| Larsen Christopher Benefits Group | Lake Stevens, WA | Jan 2007 - Feb 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
- TX
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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