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Colin Gregory Wiens

Larson Financial Group, LLC

Saint Louis, MO

Lakeland, FL

CRD 5841752

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Employer firm

Larson Financial Group, LLC CRD 140599

$5.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-12
FL RA APPROVED 2010-12-13
  • TX RA
    APPROVED
    Since 2021-02-12
  • FL RA
    APPROVED
    Since 2010-12-13

Branch Locations

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

65 Lake Morton Dr, Lakeland, FL 33801 • 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 Financial Securities, Llc Lakeland FL 09/2010 Present
Larson Financial Group, Llc Lakeland FL 09/2010 Present
Other Businesses

1. LARSON FINANCIAL HOLDINGS, LLC - NON OPERATING HOLDING COMPANY - SHAREHOLDER - 14567 N. Outer 40 Rd., Suite 300, Chesterfield, MO 63017- 1 HRS/MTH- 0 TRADING HRS 2. Lakeland Volunteers in Medicine (Community Health Clinic); 01/01/2025; 600 West Peachtree Street, Lakeland, FL 33815; Board Member - providing strategic oversight, governance, and support for the organization's mission to deliver free healthcare to underserved populations. Participate in board meetings, support fundraising and community engagement efforts, and help guide long-term planning and policy decisions; 1 hr/month, 0 trading hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-15
  • S66 Uniform Combined State Law Examination
    2010-10-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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