Ronald Neal Larsen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 06/1984 → Present
  Associated Insurance Brokers (Self)
  Boulder, CO
• 02/1987 → Present
  Larsen Financial Services
  Boulder, CO
• 02/1987 → Present
  Larsen, Cheran & Associates
  Boulder, CO
• 04/1999 → Present
  Fortis Investors, Inc.
  Boulder, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Longmont, CO

Previous Registrations

• 1999-09-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Boulder, CO
  Longmont, CO

Other Businesses

LARSEN FINANCIAL SERVICES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1983 ADDRESS: 12345 Wasatch Road, Longmont CO 80504, United States DESCRIPTION: NONINV RELATED;INSURANCE SALES/SERVICING CLIENT ACCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-03
• S63 Uniform Securities Agent State Law Examination
  1995-06-26

Designations

• Certified Financial Planner

Other Names

• Ronadl Neal Larsen
• Ron Larsen