Ronald James Larson

Employer firm

Larson Wealth Management, LLC CRD 168272

$59.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 06/2013 → Present
  Larson Wealth Management Llc
  West Bend, WI

Previous Registrations

• 2004-09-27 → 2013-06-17
  Lpl Financial Llc
  Slinger, WI
  Richfield, WI
  Milwaukee, WI
  Milwaukee, WI
  Colgate, WI
  Hartford, WI
  Hales Corners, WI
  Milwaukee, WI
  Brown Deer, WI
  Brookfield, WI
  Allenton, WI
  West Bend, WI
  Gremantown, WI
  Jackson, WI
  Kewaskum, WI
  West Bend, WI
  West Bend, WI
  West Bend, WI
  West Bend, WI

Other Businesses

LARSON WEALTH MANAGEMENT, LLC - RIA - 1755 WEST PARADISE DR. - INVESTMENT RELATED - LARSON WEALTH MANAGEMENT ISAN LLC WHICH OFFERS INVESTMENT ADVISORY SERVICES. - OWNER - 160 HRS/MONTH. Writes term life insurance on occasion

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-04
• S63 Uniform Securities Agent State Law Examination
  1994-01-18

Other Names

• Ronald James Larson