Michael LarsonCRD Number: 5502770
Current Firm: Transamerica Financial Advisors, Inc.
Michael Larson (CRD# 5502770) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 9 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Lyft, Inc.||San Francisco, CA||Oct 2016 - Current||1|
|Uber||San Francisco, CA||Sep 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Madison, WI||Jan 2012 - Current||6|
|Wfg||Madison, WI||May 2009 - Current||8|
|Projection Promotions LLC||Milwaukee, WI||Feb 2017 - Oct 2017||< 1|
|Larson Insurance Services LLC||De Forest, WI||Jul 2015 - Dec 2016||1|
|Business Networking International||Portage, WI||Sep 2013 - Sep 2015||2|
|Larson Insurance Services||Madison, WI||Apr 2008 - May 2014||6|
|Larson Builders LLC||Madison, WI||Mar 2005 - May 2014||9|
|Investment Adivsors International, Inc.||Madison, WI||Sep 2009 - Jan 2012||2|
|World Group Securities||Madison, WI||Jun 2009 - Jan 2012||2|
|First Wisconsin Mortgage||Madison, WI||Apr 2008 - Dec 2009||1|
|Farmers Financial Solutions||Madison, WI||Jun 2008 - Feb 2009||< 1|
|Farmers Insurance Group||Madison, WI||Apr 2008 - Feb 2009||< 1|
|World Financial Group||Madison, WI||Mar 2008 - May 2008||< 1|
|First Midwest Mortgage||Madison, WI||Oct 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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