Daniel Thomas Larson

Employer firm

Wealthquest Corporation CRD 141473

$2.22B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX RETURN PREP

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

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

Current Employers

Employment History

• 10/2011 → Present
  Wealthquest
  Cincinnati, OH

Designations

• Certified Financial Planner

Other Names

• Dan Larson
• Daniel Larson