Phillip Arthur Larson

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Harbour Investments, Inc
  Madison, WI

Previous Registrations

• 2014-01-31 → 2015-04-28
  Securities America Advisors, Inc.
  Bloomington, MN

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Foresight Financial - DBA 3)Foresight Tax Services | 5256 W 106th St, Bloomington MN 55437| Owner | Description: Prepare personal tax returns for financial and non-financial clients | Beginning in 2000 | 180-240 hours per month February 1st through April 15th , 90-120 during trading hours, April 15th through January 31st less than 5 hours total per month | Paid position | Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-02-01

Other Names

• Phillip A Larson