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Michael Brian Haskins

Larsen Wealth Management

El Dorado Hills, CA

CRD 4853916

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Employer firm

Larsen Wealth Management CRD 146620

$172M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Larsen Wealth Management

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-03
TX RA APPROVED 2023-10-03
  • CA RA
    APPROVED
    Since 2023-10-03
  • TX RA
    APPROVED
    Since 2023-10-03

Branch Locations

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • 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
Cambridge Investment Research, Inc Fairfield IA 08/2007 09/2023
Cambridge Investment Research Advisors, Inc Fairfield IA 08/2007 09/2023
Lwm Advisors, Inc. El Dorado Hills CA 10/2023 Present
Cambridge Investment Research El Dorado Hills CA 08/2007 09/2023
  • 08/2007 → 09/2023
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 08/2007 → 09/2023
    Cambridge Investment Research Advisors, Inc
    Fairfield, IA
  • 10/2023 → Present
    Lwm Advisors, Inc.
    El Dorado Hills, CA
  • 08/2007 → 09/2023
    Cambridge Investment Research
    El Dorado Hills, CA
Previous Registrations
  • 2007-08-24 → 2023-10-11
    Cambridge Investment Research Advisors, Inc.
    El Dorado Hills, CA
    El Dorado Hills, CA
  • 2007-04-02 → 2007-05-01
    Morgan Stanley & Co. Llc
    Sacramento, CA
  • 2006-06-21 → 2007-04-02
    Morgan Stanley Dw Inc.
    Sacramento, CA
Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-20
  • S66 Uniform Combined State Law Examination
    2006-06-20
Designations
  • Certified Financial Planner
Other Names
  • Michael Brian Haskins
  • Michael Haskins
  • Mike Haskins

View on SEC IAPD

Nearby Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP

Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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