David C Swan

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

• 04/2016 → Present
  Physician Advisors, Llc
  Omaha, NE
• 09/2022 → Present
  Larson Financial Group, Llc
  St. Louis, MO

Previous Registrations

• 2016-04-25 → 2024-02-01
  Physicians Thrive Investment Advisors, Llc
  Elkhorn, NE
• 2014-09-08 → 2016-03-21
  Mariner Wealth Advisors
  Omaha, NE
  Overland Park, KS
• 2006-12-12 → 2014-08-21
  Waddell & Reed
  Omaha, NE

Other Businesses

THRIVE RELO POSITION: Referrer NATURE: Connect physicians with Real Estate agents. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2022 ADDRESS: 2606 Main Street, Elkhorn NE 68022, United States DESCRIPTION: Refer physicians to real estate agents.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-19
• S66 Uniform Combined State Law Examination
  2006-12-08

Other Names

• Dave Swan
• David Swan
• David Charles Swan