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Elena L
Series 65
Meredith, NH
Simplicity wealth
Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent and provides insurance consulting through DAK Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and offers services including financial planning, portfolio management, and retirement plan advisory. The firm uses a fund-of-funds investment approach mainly involving ETFs and mutual funds and provides technology and operational support to other advisers through its managed account platform.
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