Sandra Jane Larson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2012 → 01/2020
  Sagepoint Financial
  Burnsville, MN
• 01/2020 → Present
  Lpl Financial, Llc
  Edina, MN

Previous Registrations

• 2014-01-09 → 2020-01-08
  Osaic Services, Inc.
  Edina, MN
  Burnsville, MN
  Scottsdale, AZ

Other Businesses

1) 04/2012 - DBA for LPL Business (entity for LPL business) - LARSON & LARSON FINANCIAL - Investment Related - Edina, MN 55439 2) 04/2012 - Non-Variable Insurance - LARSON & LARSON FINANCIAL - Investment Related - Edina, MN 55439

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-08-28

Other Names

• Sandra Jane Johnson
• Sandra Jane Anderson