Joel Alan Larsen

Current Employers

Employment History

• 09/2009 → 12/2025
  Navion Financial Advisors
  Davis, CA
• 01/2019 → Present
  Cwm, Llc
  Omaha, NE
• 12/2025 → Present
  Carson Wealth
  Orlando, FL

Previous Registrations

• 2008-08-27 → 2020-01-02
  Navion Financial Advisors, Llc
  Davis, CA
• 2004-04-12 → 2012-05-25
  Lpl Financial Llc
  Davis, CA
• 2002-11-06 → 2004-04-19
  Wells Fargo Clearing Services, Llc
  Fairfield, CA

Other Businesses

1. FIXED INSURANCE NATURE: Insurance START: 04/14/2014 APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 2. NATURE: Teaching START: 8/19/2022 POSITION: Teacher APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Teach personal financial management classes for colleges, companies and non-profits 3. NAME OF ORGANIZATION: Yolo County Airport Advisory Committee NATURE: Airport START: 6/1/2015 POSITION: Board Member HRS/WK: .50 HRS/TRADING: 0 DUTIES: Board Member 4. NATURE: Guest Speaker START: 1/1/2004 POSITION: Speaker APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Guest speaker/Panelist for Employee Wellness Firms

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-17
• S63 Uniform Securities Agent State Law Examination
  1990-08-29

Designations

Other Names

• Joel A Larsen