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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 2023-03-09
  • MN RA
    APPROVED
    Since 2023-03-09

Branch Locations

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

6160 Summit Drive N Suite 580, Minneapolis, MN 55430 • 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 Management, Inc. Arden Hills MN 07/2016 08/2020
White Bear Lake Area High School White Bear Lake MN 03/2017 Present
Larson Wealth Partners, Llc St Louis MO 08/2020 11/2025
Larson Financial Holdings, Llc St Louis MO 11/2025 Present
  • 07/2016 → 08/2020
    Counsel Wealth Management, Inc.
    Arden Hills, MN
  • 03/2017 → Present
    White Bear Lake Area High School
    White Bear Lake, MN
  • 08/2020 → 11/2025
    Larson Wealth Partners, Llc
    St Louis, MO
  • 11/2025 → Present
    Larson Financial Holdings, Llc
    St Louis, MO
Other Businesses

1. White Bear Lake Area Schools, Softball Coach as of 3/2017, 10% time spent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-08
  • S66 Uniform Combined State Law Examination
    2023-03-08
Other Names
  • Jill Danielle Leverty
  • Jill Leverty

View on SEC IAPD

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