A complete list of active advisors currently associated with Larsen Financial Services

Warmer can help you find a great advisor at Larsen Financial Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Larsen Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.