Kacie Jonalyn Rogers

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2023
  Larson Financial Group, Llc
  Saint Louis, MO
• 01/2016 → 01/2023
  Larson Financial Securities, Llc
  Saint Louis, MO
• 01/2023 → Present
  Larson Financial Securities, Llc
  Saint Louis, MO
• 01/2023 → Present
  Larson Financial Group, Llc
  Saint Louis, MO

Other Businesses

SELF-PUBLISH A BOOK - 1018 S TENNESSEE AVE, LAKELAND, FL 33803 (07/01/2019)- WRITER - WROTE A CREATIVE SHORT STORY (NOT FINANCE RELATED IN ANY WAY) AND WANT TO SELF - PUBLISH ON AMAZON - DUTIES INCLUDE WRITING PROCESS, EDITING FOR PUBLISHING, SUBMITTING TO AMAZON PUBLISHER - ACTIVITY 0 HRS/MONTH - TRADING 0 HRS/MONTH

Exams

• S66 Uniform Combined State Law Examination
  2015-12-08

Designations

• Certified Financial Planner