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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Tax And Financial, Inc | Broomfield | CO | 01/2004 | Present |
| Avantax Investment Services, Inc. | Broomfield | CO | 06/2012 | 09/2025 |
| Avantax Advisory Services | Broomfield | CO | 02/2022 | 09/2025 |
| Larson Wealth Planners | Broomfield | CO | 12/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Broomfield | CO | 10/2012 | 09/2025 |
| Cetera Wealth Services, Llc | Broomfield | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Larson Accounting Services LLC 6811 W 120th Ave Ste D~Broomfield~CO~80020~Accounting~Partner/General Partner~6/1/2016~10hrs~10hrs~Partner 2) Larson Tax and Financial, Inc 6811 W 120th Ave, Ste D~Broomfield~CO~80020~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/2004~160hrs~120hrs~Provide Tax Preparation and Accounting Services to Clients 3) RENTAL PROPERTY POSITION: Owner NATURE: Owner of a rental property. All management services including rental of unit, management of guests, maintenance of unit are cover by management company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2024 ADDRESS: 740 Burbank Street, Broomfield CO 80020, United States DESCRIPTION: revenue received monthly, no responsibilities to rental unit other than paying payment, taxes, and insurance 4) LMT PROPERTIES POSITION: Owner NATURE: LLC that owns office condo, office condo rented to 3rd parties INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, United States DESCRIPTION: None 5) LARSON WEALTH PLANNERS POSITION: Employee NATURE: Financial Planning and Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2022 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, United States DESCRIPTION: Financial Planning and Investment Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
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