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Employer firm

Larson Financial Group, LLC CRD 140599

$5.48B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-02-11
  • MO RA
    APPROVED
    Since 2025-02-11

Branch Locations

100 N. Broadway Suite 1700, St. Louis, MO 63102 • United States

100 N Broadway Suite 1700, Saint Louis, MO 63102 • 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
Larson Financial Group, Llc St Louis MO 10/2014 08/2018
St. Louis Community College St. Louis MO 08/2018 02/2019
Larson Financial Group, Llc Chesterfield MO 02/2019 05/2023
Stifel, Nicolaus & Company, Incorporated Saint Louis MO 05/2023 01/2025
Larson Financial Group, Llc Saint Louis MO 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-30
S63 Uniform Securities Agent State Law Examination 2013-06-03
  • S65 Uniform Investment Adviser Law Examination
    2018-04-30
  • S63 Uniform Securities Agent State Law Examination
    2013-06-03
Other Names
  • Jeffery Donald Schulz

View on SEC IAPD

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