Isak Larson (CRD# 7099350) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ramsey, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Inc. | Fairfield, IA | Feb 2024 - Current | < 1 |
Cambridge Investment Research Advisors Inc. | Fairfield, IA | Feb 2024 - Current | < 1 |
Thrivent Financial | Appleton, WI | Dec 2019 - Feb 2024 | 4 |
Thrivent Investment Management Inc. | Ramsey, MN | Jun 2019 - Feb 2024 | 4 |
Thrivent Financial | Appleton, WI | Jul 2019 - Dec 2019 | < 1 |
Bethel University | St. Paul, MN | Sep 2018 - May 2019 | < 1 |
Renewal By Andersen | Roseville, MN | May 2018 - Aug 2018 | < 1 |
Bethel University | St. Paul, MN | Sep 2017 - May 2018 | < 1 |
Legacy Christian Academy | Andover, MN | Jun 2017 - Aug 2017 | < 1 |
Bethel University | St. Paul, MN | Sep 2016 - May 2017 | < 1 |
Capstone Homes | Ramsey, MN | Jun 2016 - Aug 2016 | < 1 |
Bethel University | St. Paul, MN | Sep 2015 - May 2016 | < 1 |
Capstone Homes | Ramsey, MN | May 2015 - Aug 2015 | < 1 |
Unemployed | Ramsey, MN | Sep 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MN
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- 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)
- Market timing services
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.