Larsen Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Larsen Financial Services serves individuals and a small set of other client types — including trusts, estates, charitable organizations, and business entities — with a client base sourced largely from friends, family, neighbors, and referrals. The firm provides discretionary portfolio management and also offers financial planning and consulting on an hourly basis.
The firm’s investment process emphasizes diversified asset allocation across stocks, bonds, mutual funds, ETFs and REITs, followed by fundamental analysis of individual securities and funds; options may be used but only in hedging strategies and not for uncovered speculative writing. Portfolios are tailored to each client’s risk tolerance, time horizon and financial circumstances, and are generally managed on a discretionary basis.
Distinctive features include its small scale — managing approximately $4,937,000 for eight clients — and its single-adviser structure in which the owner reports spending roughly 65% of his time operating a family farm, a commitment the brochure indicates could affect adviser availability. The firm also uses the TradePMR/Wells Fargo platform and has arranged for TradePMR to cover clients’ transaction fees, a practice the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
1% of the market value of assets managed, payable quarterly in advance
$95.00 per hour for consulting and financial planning advice
Main office
Geraldine MT
Advisors at this office
1
Most active in
Montana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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