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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 | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Wealth Planners Llc | Broomfield | CO | 11/2024 | Present |
| Larson Accounting Services, Llc | Broomfield | CO | 02/2014 | Present |
| Lmt Properties Llc | Broomfield | CO | 05/2021 | Present |
| Illuminated Global Logistics Llc | Hudson | CO | 01/2023 | Present |
| Larson Financial Group | Broomfield | CO | 04/2010 | 12/2022 |
| Avantax Investment Services Inc. | Broomfield | CO | 06/2025 | 09/2025 |
| Avantax Advisory Services | Broomfield | CO | 06/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Broomfield | CO | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Broomfield | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LMT Properties LLC; Member; Office condo rental property in Broomfield, CO; Yes; 1; 0; 05/26/2021; 740 Burbank Street Broomfield CO 80020; Receive rent check and pay bills, including HOA and property taxes. Maintain lease agreements, get maintenance performed as needed, and provide bank with annual financials and tax returns per loan terms 2) Illuminated Global Logistics LLC; Member; 3rd party logistics provider acting as an intermediary between shippers needing to transport goods and carriers (trucking companies and transportation providers); No; 1; 0; 01/24/2023; 19457 County Road 8 Hudson CO 80642; *Process and track accounts receivable and accounts payable *Monthly account/reconciliation of business accounts *Preparation of financial statements for insurance requirements 3) Larson Accounting Services LLC; Shareholder; Larson Accounting Service provides bookkeeping, payroll, and accounting services ; No; 10; 10; 02/04/2014; 740 Burbank Street Broomfield CO 80020; *Data entry and monthly reconciliations for business clients' bank accounts and loans *Sales tax return preparation *Payroll services including payroll tax deposits, and preparation of quarterly payroll reports *Review financial statements with business clients on a monthly or quarterly basis 4) Larson Wealth Planners LLC (1); General Partner; Services offered include financial planning, retirement planning, investment planning, tax return preparation, and tax consulting; Yes; 55; 55; 11/20/2024; 740 Burbank Street Broomfield CO 80020; *Assist the advisor in preparation for financial planning consultations, including making sure all systems are up to date and reporting accurate information based on any changes from the last appointment *Prepare paperwork for financial planning clients for new accounts, goal modifications, annuities, and insurance based on meetings with the advisor 5) Larson Wealth Planners LLC; General Partner; Services offered include tax return preparation, tax consulting, financial planning, retirement planning, and investment planning; No; 55; 55; 11/20/2024; 740 Burbank Street Broomfield CO 80020; *Preparation of corporate and partnership tax returns *Preparation of individual income tax returns *Tax consulting *Correspondence with IRS and State agencies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
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