Michael Glen Larson

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2012-01-06

WI RA
APPROVED

Since 2012-01-06

Branch Locations

2901 W. Beltline Highway Suite 200, Madison, WI 53713 • 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
Wfgia	Madison	WI	05/2009	Present
Transamerica Financial Advisors, Llc	Madison	WI	01/2012	Present
Larson Insurance Services Llc	De Forest	WI	07/2015	12/2016
Lyft, Inc.	San Francisco	CA	10/2016	Present
Uber	San Francisco	CA	09/2016	Present
Projection Promotions Llc	Milwaukee	WI	02/2017	10/2017
Door Dash	Sunnyvale	CA	04/2020	Present
Ups	Atlanta	GA	11/2020	01/2021
Michael Larson	Deforest	WI	12/2022	Present
Rides2U	South Bend	IN	04/2026	Present

05/2009 → Present

Wfgia

Madison, WI
01/2012 → Present

Transamerica Financial Advisors, Llc

Madison, WI
07/2015 → 12/2016

Larson Insurance Services Llc

De Forest, WI
10/2016 → Present

Lyft, Inc.

San Francisco, CA
09/2016 → Present

Uber

San Francisco, CA
02/2017 → 10/2017

Projection Promotions Llc

Milwaukee, WI
04/2020 → Present

Door Dash

Sunnyvale, CA
11/2020 → 01/2021

Ups

Atlanta, GA
12/2022 → Present

Michael Larson

Deforest, WI
04/2026 → Present

Rides2U

South Bend, IN

Previous Registrations

2009-09-08 → 2012-01-06

Investment Advisors International, Inc.

Madison, WI

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Door Dash/ 0420-Present / Investment Related: No / 1257 B Oakmead Parkway Sunnyvale, CA 94085 / Delivery Driver /Delivery Service / Hrs Work Monthly: 20 / Sec Trading Hrs: 4/ Deliver food LYFT, INC./NO/568 BRAANAN ST, SAN FRANCISO, CA, 94107/RIDE SHARE COMPANY - PICK UP PEOPLE AND DROP THEM OFF/DRIVER/10.01.2016/40/0/PICK PEOPLE UP AND DROP THEM OFF. UBER/NO/1455 MARKET STREET, 400, SAN FRANCISCO, WI, 94103/RIDE SHARING/DRIVER/09.21.2016/40/0/PICK UP PEOPLE AND TAKE THEM TO THEIR DESTINATION. MICHAEL LARSON POSITION: driver NATURE: driver INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2022 ADDRESS: 605 deer run, deforest WI 53532, United States DESCRIPTION: drive people from place to place RIDES2U POSITION: driver/manager NATURE: rideshare INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 04/07/2026 ADDRESS: 510 s michigan st, ste 105, south bend IN 46601, United States DESCRIPTION: Drive people from place to place and manage other drivers in madison area

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-08-06
S63	Uniform Securities Agent State Law Examination	2008-05-01

S65 Uniform Investment Adviser Law Examination

2009-08-06
S63 Uniform Securities Agent State Law Examination

2008-05-01

View on SEC IAPD