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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • CO RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

740 Burbank Street, Broomfield, CO 80020 • 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 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
  • 01/2004 → Present
    Larson Tax And Financial, Inc
    Broomfield, CO
  • 06/2012 → 09/2025
    Avantax Investment Services, Inc.
    Broomfield, CO
  • 02/2022 → 09/2025
    Avantax Advisory Services
    Broomfield, CO
  • 12/2022 → Present
    Larson Wealth Planners
    Broomfield, CO
  • 10/2012 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Broomfield, CO
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Broomfield, CO
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-02-25 → 2025-09-05
    Avantax Advisory Services
    Broomfield, CO
    Broomfield, CO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-08
  • S66 Uniform Combined State Law Examination
    2022-02-08

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