Allan Larson, financial advisor Rockford IL

Allan Larson

CRD Number: 3005975
Current Firm: Ameriprise Financial Services, LLC

Allan Larson (CRD# 3005975) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Rockford, IL Jan 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Allan J. Larson
Phone Number: 612-671-3131
Registered State(s):
  • IL
  • IA
  • NV
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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