Joseph LarsonCRD Number: 6198635
Current Firm: Waddell & Reed
Joseph Larson (CRD# 6198635) is an Investment Advisor Representative working at Waddell & Reed in Sioux Falls, SD and has over 3 years of experience in the finance industry.
Elgethun Capital Management
Compass Financial Group
|Fargo Moorhead Sporting Association/fm United Sc||Fargo, ND||Jan 2016 - Current||< 1|
|Perry Center, Inc.||West Fargo, ND||Sep 2014 - Current||2|
|Fargo Moorhead West Fargo Chamber Of Commerce||Moorhead, MN||Sep 2014 - Current||2|
|Various Insurance Carriers For W & R Insurance Agencies||Fargo, ND||Mar 2014 - Current||2|
|Waddell & Reed, Inc.||Fargo, ND||Feb 2014 - Current||2|
|Great Plains Recycling||Fargo, ND||Dec 2012 - Current||4|
|Lionheart Soccer Academy||Fargo, ND||May 2011 - Current||5|
|Tri City Soccer Club||Morrhead, MN||Sep 2014 - Nov 2015||1|
|Family Life Services||West Fargo, ND||Jan 2008 - May 2014||6|
|Investment Centers Of America||Grafton, WI||May 2013 - Feb 2014||< 1|
|Concordia College||Moorhead, MN||Jun 2004 - Oct 2012||8|
|Family Life Services||West Fargo, ND||Jan 2005 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, 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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