Timothy James Larson

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 02/2017
  Waddell & Reed Inc
  Madison, WI
• 01/2017 → 05/2017
  School Of Human Ecology-University Of Wisconsin
  Madison, WI
• 02/2017 → 05/2018
  Hewins Financial Advisors, Llc
  Madison, WI
• 06/2018 → 09/2019
  Wipfli Financial Advisors, Llc
  Madison, WI
• 10/2019 → 09/2022
  Wipfli Financial Advisors, Llc
  Madison, WI
• 10/2022 → Present
  Creative Planning, Llc
  Madison, WI

Previous Registrations

• 2017-03-20 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI
• 2016-06-16 → 2017-02-24
  Waddell & Reed
  Madison, WI

Other Businesses

Owner of Triathlon coaching business; Brooklyn, WI; not investment related; Duties include developing and monitoring training plans for triathletes; start 8.11.22; 6 hours per month/0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-06-16

Designations

• Certified Financial Planner

Other Names

• Timothy J Larson
• Tj Larson