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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 2025-10-27
  • CO RA
    APPROVED
    Since 2025-10-27

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 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
  • 11/2024 → Present
    Larson Wealth Planners Llc
    Broomfield, CO
  • 02/2014 → Present
    Larson Accounting Services, Llc
    Broomfield, CO
  • 05/2021 → Present
    Lmt Properties Llc
    Broomfield, CO
  • 01/2023 → Present
    Illuminated Global Logistics Llc
    Hudson, CO
  • 04/2010 → 12/2022
    Larson Financial Group
    Broomfield, CO
  • 06/2025 → 09/2025
    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
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Broomfield, CO
  • 09/2025 → Present
    Schaumburg, IL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
Other Names
  • Hope M Todt
  • Hope Todt

View on SEC IAPD

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