Shawn Jeanette 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

• 09/2006 → 04/2018
  Ajw Financial
  Edina, MN
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → Present
  Advisornet Wealth Partners
  Edina, MN
• 04/2018 → Present
  Ajw Financial
  Edina, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1.AJW FINANCIAL INC, DBA AJW FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND DIVORCE FINANCIAL PLANNING, STARTED 12/2016, PARTNER/ACCOUNT MANAGER, APX 40 HOUR PER WEEK, 32.5 DURING TRADING HOUR, CLIENT SERVICES, COMPLIANCE, MARKETING; 2. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 08/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 3. NAME OF OTHER BUSINESS: LEHNHOFF FARM; INVESTMENT RELATED: NO; ADDRESS: 4124 45TH AVE NE WILLAR, MN 56201; NATURE OF BUSINESS: FARM LAND; START DATE: 11/2012; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FARMING AND CONSERVATION OF LAND;

Exams

• S66 Uniform Combined State Law Examination
  2007-02-20

Other Names

• Shawn Jeanette Larson
• Shawn Larson
• Shawn Jeanette Larson-Beazley