David Thyen
Advisor at Larson Financial Group, LLC — Indianaapolis, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
6 years
Location
Indianapolis, IN 46256
Larson Financial Group, LLC
Multi-team
David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.
Based on Larson Financial Group, LLC
Based on Larson Financial Group, LLC
Based on Larson Financial Group, LLC
$1,500 to $20,000 fixed fee, negotiable, for financial planning services
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
IARs may receive commissions through affiliated broker-dealer Larson Financial Securities, LLC when implementing insurance or investment products
$75 to $300 per hour, negotiable, for financial planning services
Account minimum: $100,000 Minimum fee: $600 annual service fee for certain accounts, which may be waived or reduced Fee-only: Financial planning fees charged hourly ($75 to $300 per hour, negotiable) or fixed fee basis ($1,500 to $20,000, negotiable)
Indianaapolis, IN
10475 Crosspoint Blvd, Suite 115
Indianaapolis IN 46256
Advisors at this office
5
Indiana
6 years of industry experience
Larson Financial Group, LLC
2022 - Present • 4 years
St Louis, MO
Midwest Wealth Management Inc.
2019 - 2022 • 3 years
Indianapolis, IN
Valeo Financial Advisors
2019 - 2019 • 1 year
Indianapolis, IN
Fifth Third Trading Center
2017 - 2019 • 2 years
Cincinnati, OH
Kimball Electronics
2016 - 2017 • 1 year
Jasper, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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