Lakeland, FL Office
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Larson Financial Group, LLC
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About
Larson Financial Group, LLC provides financial planning, portfolio management, and retirement‑plan consulting to individuals, trusts, corporations, nonprofits and pension plans, with a stated focus toward doctors and related businesses. Its services include model asset‑allocation portfolios, wrap and non‑wrap management programs, financial planning engagements, and defined benefit/defined contribution consulting for plan sponsors.
The firm delivers advice through a mix of model portfolios and custom discretionary programs using both strategic (MPT‑based) and tactical approaches, and may employ option overlays, synthetic structures and separately managed account strategies. It also recommends and monitors third‑party money managers, conducts periodic client reviews, and uses AI‑assisted tools to support research and document preparation while retaining human review for final recommendations.
Larson’s brochure discloses a set of affiliations that distinguish it from many peers: an affiliated broker‑dealer (Larson Financial Securities, LLC), an affiliated commercial real‑estate brokerage (Larson Commercial Real Estate, f/k/a MedRealty), affiliated private‑equity activity through Larson Capital Management, and formal pension‑consulting offerings including 3(38) and 3(21) service options. The firm also routes some execution and clearing through broker‑dealers such as Trade‑PMR and discloses receipt of vendor and custodial support; these relationships and potential conflicts are addressed through disclosure, supervisory procedures and client agreements.
Based on Larson Financial Group, LLC
Expertise
Based on Larson Financial Group, LLC
Occupation focus
Based on Larson Financial Group, LLC
Location
65 Lake Morton Dr
Lakeland FL 33801
Advisors at this office
4
Advisors at this office
Colin W
CFP®, Series 66
Lakeland, FL
Larson Financial Group, LLC
Colin Wiens is a CFP® professional with 16 years of experience at Larson Financial Group, LLC and Larson Financial Securities, LLC. He serves as a board member for Lakeland Volunteers in Medicine, a community health clinic providing free healthcare to underserved populations. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it provides specialized pension consulting and private-equity services.
Kacie R
CFP®, Series 66
Lakeland, FL
Larson Financial Group, LLC
Kacie Rogers is a CFP®-certified financial advisor with 11 years of industry experience, currently with Larson Financial Group, LLC. She has been with Larson Financial since 2016, serving in both the group and its affiliated broker-dealer, Larson Financial Securities. Outside of her advisory work, Rogers has written and self-published a creative short story unrelated to finance. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches, supplemented by AI-assisted research tools.
Jacob F
CFP®, Series 66
Lakeland, FL
Larson Financial Group, LLC
Jacob Fisher is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Larson Financial Group, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a blend of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, including option overlays and separately managed account strategies.
Trevor M
Series 66
Lakeland, FL
Larson Financial Group, LLC
Trevor Monroe is a Series 66-licensed advisor at Larson Financial Group, LLC with four years of industry experience. He has previously worked at the University Center Club, Tower Club Florida, and Centre Club Tampa. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for research and client recommendations.
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