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Elissa Marie Larson

Focus Financial

Woodbury, MN

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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-16
  • MN RA
    APPROVED
    Since 2013-12-16

Branch Locations

731 Bielenberg Drive Suite 105, Woodbury, MN 55125 • 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
Osaic Wealth, Inc. Woodbury MN 05/2012 Present
Deb Kuper Woodbury MN 12/2009 Present
Focus Financial Woodbury MN 05/2013 Present
  • 05/2012 → Present
    Osaic Wealth, Inc.
    Woodbury, MN
  • 12/2009 → Present
    Deb Kuper
    Woodbury, MN
  • 05/2013 → Present
    Woodbury, MN
Other Businesses

1) FOCUS FINANCIAL POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2012 ADDRESS: 539 Bielenberg Dr., STE 135, Woodbury MN 55125, United States DESCRIPTION: Reviewing insurance quotes 2) DEBRA KUPER POSITION: Other - Registered Assistant/Associate Advisor to Debra Kuper (Financial Advisor)... NATURE: Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2013 ADDRESS: 539 Bielenberg Dr., Ste. 135, Woodbury MN 55125, United States DESCRIPTION: Accept Client Orders and requests; Research on investment, insurance or planning recommendations on behalf of Deb Kuper (the advisor); Full range of advisor duties under the direction and supervision of the advisor to include specific account and planning needs; Maintain contact with and provides service to clients to review goals, objectives, and portfolios; Play a role in the ongoing development of the advisor's business...Also work as support staff to advisor: daily administrative duties (Providing client servicing, Scheduling, appt prep, answering phones, database mgmt, correspondence, adhering to compliance requirements, organize team office and supplies, etc.)...Also provide basic tech support/training and servicing for the Advisor's business location.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-17
  • S66 Uniform Combined State Law Examination
    2013-01-17
Other Names
  • Elissa Marie Kuper
  • Eli Larson

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