Roy Larsen

Employer firm

Larsen Wealth Management, LLC CRD 169482

$43.3M regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2013 → 05/2026
  Larsen Wealth Management, Llc
  Cumming, GA
• 05/2026 → Present
  Elwood & Goetz Wealth Advisory Group, Llc
  Athens, GA

Previous Registrations

• 2013-11-12 → 2026-08-03
  Larsen Wealth Management, Llc
  Gainesville, GA
• 2006-03-08 → 2013-11-27
  Lpl Financial Llc
  Cummings, GA
  Cumming, GA
• 2005-12-14 → 2006-02-17
  A. G. Edwards & Sons, Inc.
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2005-12-08
• S63 Uniform Securities Agent State Law Examination
  2000-09-11

Designations

• Certified Financial Planner