Colin Svend Larsen

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 04/2004 → 03/2023
  Colton Groome & Co.
  Asheville, NC
• 06/2004 → 08/2020
  Valmark Securities, Inc.
  Akron, OH
• 04/2004 → 03/2023
  Colton Groome Financial Advisors, Llc
  Asheville, NC
• 01/2007 → 12/2017
  Valmark Advisors, Inc.
  Akron, OH
• 08/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 03/2023 → 08/2023
  Not Employed
  Flat Rock, NC

Previous Registrations

• 2007-06-14 → 2023-03-22
  Colton Groome Financial Advisors, Llc
  Reno, NV
  Asheville, NC
  Asheville, NC
  Asheville, NC
• 2007-01-16 → 2017-12-31
  Valmark Advisers, Inc.
  Hendersonville, NC
  Asheville, NC
• 2004-07-02 → 2006-12-31
  Colton Groome Financial Advisors, Llc
  Asheville, NC
• 2000-09-12 → 2003-12-04
  Citigroup Global Markets Inc.
  Asheville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-17
• S63 Uniform Securities Agent State Law Examination
  2000-07-31

Designations

• Certified Financial Planner

Other Names

• Colin Svend Klarskov Larsen