Isak Larson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 09/2016 → 05/2017
  Bethel University
  St. Paul, MN
• 06/2017 → 08/2017
  Legacy Christian Academy
  Andover, MN
• 09/2017 → 05/2018
  Bethel University
  St. Paul, MN
• 05/2018 → 08/2018
  Renewal By Andersen
  Roseville, MN
• 09/2018 → 05/2019
  Bethel University
  St. Paul, MN
• 06/2019 → 02/2024
  Thrivent Investment Management Inc
  Ramsey, MN
• 07/2019 → 12/2019
  Thrivent Financial
  Appleton, WI
• 12/2019 → 02/2024
  Thrivent Financial
  Appleton, WI
• 02/2024 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 02/2024 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA

Previous Registrations

• 2019-10-04 → 2024-02-13
  Thrivent Investment Management Inc.
  Golden Valley, MN
  Ramsey, MN

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2024, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) HOCKEY MINISTRIES INTERNATIONAL - MN, PO Box 10857, White Bear Lake MN 55110, United States, 09/01/2021, W2 Employee, Administrative, NIR, 20 HR/MO 0 HR/MO TRADING 3) EVERGREEN INVESTMENT ADVISORS (ISAK LARSON), 14990 Waco St NW, Ramsey MN 55303, United States, 01/19/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4/MO - 4/Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03

Other Names

• Ike Larson