Lars Larsen

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 12/2005 → Present
  Heritage Financial North
  Burlingame, CA
• 07/2016 → 12/2017
  Client One Securities, Llc
  Burlingame, CA
• 12/2017 → Present
  Change Path Llc
  Leawood, KS
• 04/2016 → 06/2021
  Vision Insurance Partners
  Reno, NV

Previous Registrations

• 2016-07-22 → 2017-12-15
  Creativeone Securities, Llc
  Burlingame, CA
  Overland Park, KS
• 2006-07-18 → 2007-11-15
  Lpl Financial Llc
  Burlingame, CA
  Anaheim, CA

Other Businesses

1. NAME: HERITAGE FINANCIAL NORTH; ADDRESS: SAME AS NON-REGISTERED ADDRESS; STATE DATE: 07/23/07; INVESTMENT RELATED: YES; HOURS PER MONTH: 90; HOURS DURING TRADING: 60; POSITION: OWNER/INSURANCE AGENT; RESPONSIBILITIES: SALE OF LIFE INSURANCE AND ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-30

Other Names

• Lars Ramskov Larsen