Carter John Larsen

Employer firm

Truenorth Wealth CRD 142205

$1.27B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 09/2025 → Present
  Truenorth Wealth
  Salt Lake City, UT
• 08/2021 → 04/2022
  Truenorth Wealth
  Salt Lake City, UT
• 08/2022 → 09/2025
  Truenorth Wealth
  Salt Lake City, UT
• 05/2022 → 08/2022
  Marwood Design
  Salt Lake City, UT
• 08/2021 → 08/2022
  Army Rotc
  Provo, UT
• 08/2018 → 05/2019
  Brigham Young University
  Provo, UT
• 08/2021 → 04/2022
  Brigham Young University
  Provo, UT
• 07/2019 → 10/2019
  Hangar 15 Bicycles
  South Jordan, UT
• 05/2020 → 08/2021
  Hangar 15 Bicycles
  South Jordan, UT
• 10/2019 → 03/2020
  The Lds Church
  Merica Yucatan
• 08/2017 → 05/2018
  Bentonville High School
  Bentonville, AR
• 06/2017 → 08/2017
  21C Museum Hotels
  Bentonville, AR
• 08/2016 → 05/2017
  Bentonville High School
  Bentonville, AR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-03