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Bradley Lewis Larsen

Wealthspire Retirement Advisory

Aliso Viejo, CA

Stuart, FL

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-07-20
  • FL RA
    APPROVED
    Since 2016-07-20

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

532 Colorado Avenue, Stuart, FL 34994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp Retirement, Inc. Aliso Viejo CA 03/2016 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
Previous Registrations
  • 2011-02-25 → 2016-07-01
    Erisa Fiduciary Advisors, Inc.
    Stuart, FL
    Weston, FL
  • 2008-09-02 → 2009-06-10
    Onefiduciary Group, Llc
    Stuart, FL
    Stuart, FL
  • 2007-07-20 → 2008-05-09
    Securian Financial Services, Inc.
    Stuart, FL
    Atlanta, GA
    Stuart, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-08
S63 Uniform Securities Agent State Law Examination 1995-08-07
  • S65 Uniform Investment Adviser Law Examination
    2007-05-08
  • S63 Uniform Securities Agent State Law Examination
    1995-08-07
Other Names
  • Brad Larsen

View on SEC IAPD

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CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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