Kurt Larson (CRD# 7135581) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Lone Tree, CO | Jan 2020 - Current | 2 |
| Rodizio Grill | Fort Collins, CO | Feb 2018 - Jan 2020 | 1 |
| Charles Schwab And Company, Inc. | Austin, TX | Jun 2019 - Aug 2019 | < 1 |
| 24 Hour Fitness | Fort Collins, CO | Jun 2018 - Sep 2018 | < 1 |
| Northern Colorado Catering | Fort Collins, CO | Dec 2017 - Feb 2018 | < 1 |
| Campus Apartments | Fort Collins, CO | Mar 2017 - Dec 2017 | < 1 |
| Unemployed/student | Fort Collins, CO | Dec 2016 - Mar 2017 | < 1 |
| Specialized Cpt | Colorado Springs, CO | Oct 2016 - Dec 2016 | < 1 |
| Lawford Partners | Englewood, CO | May 2016 - Aug 2016 | < 1 |
| Unemployed/student | Tempe, AZ | Aug 2015 - May 2016 | < 1 |
| Lawford Partners | Englewood, CO | May 2015 - Aug 2015 | < 1 |
| El Padrino Mexicano | Colorado Springs, CO | Apr 2015 - Aug 2015 | < 1 |
| Unemployed/student | Colorado Springs, CO | Aug 2014 - Apr 2015 | < 1 |
| Williams Landscape | Colorado Springs, CO | Jun 2014 - Aug 2014 | < 1 |
| Unemployed/student | Colorado Springs, CO | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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