Don Larson, financial advisor Tempe AZ

Don Larson

CRD Number: 3208491
Current Firm: Larson Wealth Management, LLC

Don Larson (CRD# 3208491) is an Investment Advisor Representative working at Larson Wealth Management, LLC in Tempe, AZ and has over 20 years of experience in the finance industry. Don Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Larson Wealth Management, LLC Tempe, AZ Sep 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Sep 2014
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Don C. Larson
Phone Number: 480-699-5540
Firm Website: http://www.larsonwm.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $113,920
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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