Justin Larson (CRD# 6788990) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group, Inc. | Woodbury, MN | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Woodbury, MN | Jul 2018 - Current | 5 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Oct 2018 - Jan 2021 | 2 |
| Wealth Enhancement Group | Plymouth, MN | Aug 2018 - Jan 2021 | 2 |
| Wealth Enhancement Brokerage Services | Plymouth, MN | Aug 2018 - Jan 2021 | 2 |
| Mark Heurung | Minneapolis, MN | Jun 2017 - Jul 2018 | 1 |
| Northwestern Mutual Investment Services LLC | Minneapolis, MN | Jun 2017 - Jul 2018 | 1 |
| Mark J Heurung | Minneapolis, MN | Apr 2017 - Jun 2017 | < 1 |
| Kohler | Kohler, WI | Jun 2015 - May 2017 | 1 |
| Uw Eau Claire | Eau Claire, WI | Sep 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MN
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- 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
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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