Isak Larson (CRD# 7099350) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ramsey, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| 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 |
| Capstone Homes | Ramsey, MN | Jun 2014 - Aug 2014 | < 1 |
| Unemployed | Ramsey, MN | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MN
-
Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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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
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