Bret L Larson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2004 → 06/2018
  Foresters Financial Services
  Bloomington, MN
• 08/2012 → 06/2019
  Foresters Advisory Services Llc
  Edina, MN
• 06/2018 → 06/2019
  Foresters Financial Services
  Edina, MN
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Edina, MN

Previous Registrations

• 2012-11-01 → 2019-06-25
  Foresters Advisory Services, Llc
  Edina, MN

Other Businesses

1.)KARLSON LARSON FINANCIAL GROUP LLC, LEGAL ENTITY ESTABLISHED TO DEFINE SUCCESSION OF ADVISORY PRACTICE, SECRETARY/TREASURER WITH NO REAL DUTIES, NO BANK ACCOUNT SETUP, 50% OWNER WITH ANDREW KARLSON

Exams

• S66 Uniform Combined State Law Examination
  2012-08-09
• S63 Uniform Securities Agent State Law Examination
  1998-05-05

Other Names

• Bret Larson