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Dillon N Larson

Advisor at Thrivent Investment Management — Crosslake, MN

Updated today

Credentials

Series 66

Experience

7 years

Location

Crosslake, MN 56442

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Dillon Larson is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Bremer Bank. Outside of his advisory role, Larson is the author of a children's book available on Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that address a wide range of financial topics without including implementation of recommendations.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Crosslake, MN

35258 Cr 3

Crosslake MN 56442

Advisors at this office

3

Most active in

Minnesota · North Dakota

Work history

7 years of industry experience

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Financial

2025 - 2026 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2025 - Present • 1 year

Fargo, ND

Bremer Bank

2023 - 2025 • 2 years

Brainerd, MN

Edward Jones

2016 - 2023 • 7 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
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Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 30 years of industry experience. She has been with Independent Financial Group since 2014 and has maintained a long-term association with Western Fraternal Life since 1983. Outside of her advisory role, she is involved in farming and beekeeping as a 50% owner, and she owns and manages several rental properties jointly with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management services using both proprietary and third-party models, incorporating a blend of passive and active investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Bailey M

Series 66, Series 63

Crosslake, MN

Thrivent Investment Management

Bailey Mcmahon is a financial advisor at Thrivent Investment Management with three years of industry experience. Mcmahon holds the Series 66 and Series 63 designations and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Mcmahon has experience in the food service industry, including roles at Prairie Bay Grill and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning that covers a broad range of financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations

Marcy W

Series 66

Nisswa, MN

Edward Jones

Marcy Weaver is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at MicroNet for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Lillie P

Series 63, Series 66

Crosslake, MN

Ameriprise

Lillie Pearo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., before joining the current entity in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael J

Series 63, Series 65

Pequot Lakes, MN

Morgan Stanley

Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

General estate planning guidance
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