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Timothy Larson

Advisor at Creative Planning

Updated today

Location

Brooklyn, WI

Credentials

CFP®, Series 66

Industry experience

9 years

About

Timothy Larson is a CFP®-certified financial advisor with nine years of industry experience, currently with Creative Planning. He previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Waddell & Reed. Outside of his advisory role, Larson owns and operates a triathlon coaching business in Brooklyn, Wisconsin. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio options and comprehensive retirement plan services.

Client services

Based on Creative Planning

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Creative Planning

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Creative Planning

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fee for Retirement Plan Services and financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services

Location

Brooklyn, WI

Most active in

Wisconsin

Work history

Creative Planning, LLC

2022 - Present (4 years)

Wipfli Financial Advisors, LLC

2019 - 2022 (3 years)

Wipfli Financial Advisors, LLC

2018 - 2019 (1 year)

Hewins Financial Advisors, LLC

2017 - 2018 (1 year)

School of Human Ecology - University of Wisconsin

2017 - 2017 (1 year)

Waddell & Reed Inc

2016 - 2017 (1 year)

University of WI

2016 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

user avatar

Matthew Z

Series 65

Trego, WI

Accurate Wealth Management, LLC

Matthew Zanardo is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, Zanardo is involved in farming operations through Chickadee Hills Homestead, LLC, where he raises pork and produces eggs and hay. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach emphasizing value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both internal management and third-party subadvisers.

Options & derivatives strategies Private / alternative investments Annuities Wealth management General retirement planning Executive
user avatar

Ashley M

Series 66

Washburn,, WI

LPL Enterprise

Ashley Moore is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, Moore worked at The Prudential Insurance Company of America, Pruco Securities LLC, and spent over a decade with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of advising, Moore serves on several nonprofit boards in Ashland, Wisconsin, including 100 Who Care Ashland & Bayfield Counties and the Northwest Wisconsin Workforce Investment Board. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach includes model portfolios developed by its Research Department and third-party strategists, with discretionary management available through its Model Wealth Portfolios and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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