Erik Jens Larsen

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2007 → 08/2019
  The Retirement Group
  San Diego, CA
• 08/2019 → 05/2023
  Lpl Financial
  San Diego, CA
• 05/2023 → Present
  Farther Finance Advisors
  Sedona, AZ

Previous Registrations

• 2019-09-23 → 2023-06-05
  Lpl Financial Llc
  San Diego, CA
• 2018-01-25 → 2019-08-22
  The Retirement Group, Llc
  San Diego, CA
• 2008-12-25 → 2017-12-31
  The Retirement Group, Llc
  San Diego, CA
• 2005-04-18 → 2007-05-09
  Pruco Securities, Llc.
  San Diego, CA
  San Diego, CA

Other Businesses

1) Erik Larsen Insurance; Investment-Related; Location: 881 Thomas Ave. #11, San Diego, CA 92109; Title: Insurance Agent; Position: Owner, Sole-Proprietor; Start Date: 8/26/2019; Time spent: 0 hours spent during market hours, 0 hours total; I am currently licensed for insurance but do not actively engage in this activity. 2) Center of Universal Light; Non-Investment related; 633 N. 5th Street, Cottonwood, AZ 86326; Community Organization; treasurer and Board Member; since March 2023; 4 hours/month, 0 during securities trading hours; General budget administration & voting board member. 3) Earth, Art, Sound, LLC; Non-Investment related; Arts & events legal entity of family; Registered Agent; since August 2022; 4 hours/month, 0 during securities trading hours; General business administration

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-02
• S63 Uniform Securities Agent State Law Examination
  2004-10-05

Other Names

• Erik Larsen