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Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-07
  • MN RA
    APPROVED
    Since 2025-05-07

Branch Locations

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Lino Lakes, MN • 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
Counsel Wealth M Anagement, Inc. Arden Hills MN 12/2011 07/2020
Comprehensive Asset Management & Servicing, Inc. Parsippany NJ 10/2012 06/2020
Larson Financial Securities, Llc Chesterfield MO 06/2020 05/2023
Larson Wealth Partners Minneapolis MN 07/2020 05/2023
Unemployed Lino Lakes MN 05/2023 05/2025
Larson Financial Securities, Llc St Louis MO 05/2025 Present
Larson Wealth Partners Minneapolis MN 05/2025 Present
  • 12/2011 → 07/2020
    Counsel Wealth M Anagement, Inc.
    Arden Hills, MN
  • 10/2012 → 06/2020
    Comprehensive Asset Management & Servicing, Inc.
    Parsippany, NJ
  • 06/2020 → 05/2023
    Larson Financial Securities, Llc
    Chesterfield, MO
  • 07/2020 → 05/2023
    Larson Wealth Partners
    Minneapolis, MN
  • 05/2023 → 05/2025
    Unemployed
    Lino Lakes, MN
  • 05/2025 → Present
    Larson Financial Securities, Llc
    St Louis, MO
  • 05/2025 → Present
    Larson Wealth Partners
    Minneapolis, MN
Previous Registrations
  • 2021-12-14 → 2023-05-10
    Minneapolis, MN
    Saint Louis, MO
  • 2020-07-23 → 2022-03-28
    Larson Wealth Partners
    Minneapolis, MN
    Minneapolis, MN
  • 2017-01-30 → 2020-09-01
    Counsel Wealth Management, Inc.
    Arden Hills, MN
Other Businesses

LARSON WEALTH PARTNERS, 6160 SUMMIT DR N, SUITE 580, MINNEAPOLIS, MN 55430; RIA/INSURANCE AGENCY; SINCE 05/2025; DUTIES: CLIENT SERVICES, ASSISTANT TO WEALTH ADVISOR; 100% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-02
  • S66 Uniform Combined State Law Examination
    2016-02-02
Other Names
  • Jan Bartel
  • Jan Barnes

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