Justin Rivera

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

• 08/2014 → 08/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2020 → 10/2020
  Facet Wealth
  Denver, CO
• 09/2019 → 12/2019
  Matter Family Office
  Denver, CO
• 02/2021 → 03/2024
  Motley Fool Wealth Management
  Alexandria, VA
• 02/2021 → 03/2024
  Tmf Investments
  Alexandria, VA
• 10/2020 → 02/2021
  Unemployed
  Arvada, CO
• 03/2024 → 02/2025
  Arq Wealth Advisors, Llc
  Scottsdale, AZ
• 03/2025 → Present
  Larson Financial Group, Llc
  St Louis, MO
• 02/2025 → Present
  Larson Financial Securities, Llc
  St Louis, MO

Previous Registrations

• 2021-03-29 → 2025-02-10
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 2024-03-01 → 2024-12-26
  Arq Wealth Advisors, Llc
  Thornton, CO
  Scottsdale, AZ
• 2020-01-13 → 2020-10-19
  Facet
  Denver, CO
  West Palm Beach, FL
• 2016-12-13 → 2019-09-20
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-05
• S63 Uniform Securities Agent State Law Examination
  2014-09-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Justin Matthew Rivera