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Current Employers
Larson Financial Advisors

13625 Ronald Reagan Blvd. Building 10 Suite 100, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-04
TX RA APPROVED 2011-11-17
  • MN RA
    APPROVED
    Since 2013-11-04
  • TX RA
    APPROVED
    Since 2011-11-17

Branch Locations

13625 Ronald Reagan Blvd. Building 10 Suite 100, Cedar Park, TX 78613 • United States

3800 American Blvd Suite 1500, Bloomington, MN 55431 • 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
Larson Financial Services, Inc. Dba Larson Financial Advisors Cedar Park TX 11/1996 Present
  • 11/1996 → Present
    Larson Financial Services, Inc. Dba Larson Financial Advisors
    Cedar Park, TX
Previous Registrations
  • 2009-04-03 → 2011-10-25
    Bloomington, MN
  • 2006-04-13 → 2010-12-31
    Legacy Wealth Advisors, Llc
    Minnetonka, MN
  • 1998-03-20 → 2004-03-31
    Financial Education Associates, Inc.
    Corpus Christi, TX
Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. This activity is conducted through "Tax Advantaged Retirement Consultants, LLC", an entity owned 100% by Craig Larson. Mr. Larson holds the professional designations CLU (Chartered Life Underwriter - acquired Oct. 7th, 1998) and LUTCF (Life Underwriter Training Council Fellow - acquired Sept. 22nd, 1993) 2) Property manager for commercial office building. This activity is conducted through Tsalach Properties, LLC, an entity owned 100% by Craig Larson.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-25
S63 Uniform Securities Agent State Law Examination 1990-02-09
  • S66 Uniform Combined State Law Examination
    2002-02-25
  • S63 Uniform Securities Agent State Law Examination
    1990-02-09
Other Names
  • Craig C Larson

View on SEC IAPD

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