Brett Larson (CRD# 7117433) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Overland Park, KS and has over 4 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Overland Park, KS | May 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Overland Park, KS | May 2024 - Current | < 1 |
| Keating And Assoicates | Overland Park, KS | May 2024 - Current | < 1 |
| Arvest Wealth Management | Mission, KS | Jun 2023 - May 2024 | < 1 |
| Arvest Bank | Mission, KS | Jun 2023 - May 2024 | < 1 |
| Arvest Wealth Management | Mission, KS | Jan 2020 - Jun 2023 | 3 |
| Arvest Bank | Mission, KS | Jan 2020 - Jun 2023 | 3 |
| Arvest Wealth Management | Mission, KS | Oct 2019 - Jan 2020 | < 1 |
| Arvest Wealth Management | Overland Park, KS | Apr 2019 - Oct 2019 | < 1 |
| Kansas State Foundation | Manhattan, KS | May 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- KS
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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