Casey Allen Larson

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-07
TX	RA	APPROVED	2020-01-02

MN RA
APPROVED

Since 2026-01-07
TX RA
APPROVED

Since 2020-01-02

Branch Locations

Prior Lake, MN • United States

7300 Metro Blvd Ste 135, Edina, MN 55439-2304 • 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

Organization	City	State	From	To
Sagepoint Financial	Edina	MN	02/2013	01/2020
Lpl Financial	Edina	MN	01/2020	Present

02/2013 → 01/2020

Sagepoint Financial

Edina, MN
01/2020 → Present

Lpl Financial

Edina, MN

Previous Registrations

2013-02-15 → 2020-01-08

Osaic Services, Inc.

Edina, MN
2008-02-21 → 2013-02-12

Edward Jones

Golden Valley, MN

New Hope, MN

St Louis, MO

Other Businesses

1) 07/2019 - DBA for LPL Business (entity for LPL business) - LARSON & LARSON FINANCIAL - 100% - INVESTMENT RELATED - EDINA, MN 55439 2) 02/2013 - Business Entity For Tax/Investment Purposes Only - ATLAS FINANCIAL, LLC - 0% - INVESTMENT RELATED - EDINA, MN 55439 3) 03/2016 - Other - BID FOR FUNDS - 0% - NOT INVESTMENT RELATED - APPLE VALLEY, MN 55124 4) 10/18/2023 - BID FOR FUNDS - Other - Other - Owner of Intellectual Property - Not Investment Related - Home Based - Start Date 09/09/2020 - 0 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-06
S63	Uniform Securities Agent State Law Examination	2007-07-30

S66 Uniform Combined State Law Examination

2008-02-06
S63 Uniform Securities Agent State Law Examination

2007-07-30

Other Names

Casey Larson

View on SEC IAPD