A complete list of active advisors currently associated with Larson Financial Advisors

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

Larson Financial Advisors serves individual investors (including retirement plan participants), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, modular financial planning, selection of other advisers, and pension consulting. The firm offers both discretionary and non-discretionary arrangements and provides participant education and enrollment support for employer-sponsored plans. The firm tailors advice using a mix of in-house model portfolios, third‑party managers on the Envestnet/Placemark platform, and technical analysis techniques (point-and-figure, candlestick, MACD, moving averages, relative strength) which it says is used for many clients; it also uses financial planning software for written plans and ongoing reviews. For held‑away defined contribution accounts it uses a third‑party platform (Pontera) to connect and rebalance participant allocations and notifies clients after each review. Distinctive features in the brochure include a small advisory team managing roughly $105 million across two offices while relying on external managers and platforms, a paid internet lead/referral arrangement (WiserAdvisor) with one‑time referral fees, and occasional non‑monetary referral gifts from a bullion dealer; the firm also discloses an affiliated insurance business that generates commission compensation and is a potential conflict of interest.

To learn more about the advisors currently working at Larson Financial Advisors, 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.