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Credentials
Series 66
Experience Industry experience
17 years
Location
Geraldine, MT
Larsen Financial Services
Independent
Total advisors
1Clients per advisor
8 LowAvg AUM per client
$617,145 TypicalHNW client ratio
0% LowMarshall Larsen is the sole advisor at Larsen Financial Services, an independent firm based in Geraldine, Montana. He holds a Series 66 designation and has 17 years of experience in the financial industry. In addition to his advisory role since 2011, Larsen has been the chairman and manager of M&D Larsen Farms, a family-owned farming corporation, since 1988. Larsen Financial Services serves individuals, trusts, estates, charitable organizations, and business entities, primarily sourcing clients through personal networks. The firm offers discretionary portfolio management alongside hourly financial planning and consulting, focusing on diversified asset allocation and fundamental security analysis tailored to clients’ risk profiles and financial situations.
1% of the market value of assets managed, payable quarterly in advance
$95.00 per hour for consulting and financial planning advice
Geraldine, MT
Geraldine MT
Advisors at this office
1
Montana
17 years of industry experience
Larsen Financial Services
2011 - Present • 15 years
Geraldine, MT
M&D Larsen Farms
1988 - Present • 38 years
Geraldine, MT
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