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Kevin L
Series 63, Series 65
Clearfield, UT
Transamerica Financial Advisors
Kevin Larsen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked in mortgage lending roles at multiple firms, including Ultimate Home Lending LLC and Guild Mortgage Company. Larsen is also involved in estate planning services through Inherit Guard and operates a mortgage lead generation business. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary options and supports clients with affiliated retirement and recordkeeping entities.
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