Bruce Allen Larsen

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-08
CO	RA	APPROVED	2025-11-07

TX RA
APPROVED_RES

Since 2025-11-08
CO RA
APPROVED

Since 2025-11-07

Branch Locations

Peyton, CO • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Presidential Brokerage, Inc. -Name Change- Forta Financial Group	Greenwood Village	CO	03/2010	08/2020
Colorado Wealth Group, Llc	Denver	CO	08/2020	11/2025
Savvy	Denver	CO	11/2025	Present

03/2010 → 08/2020

Presidential Brokerage, Inc. -Name Change- Forta Financial Group

Greenwood Village, CO
08/2020 → 11/2025

Colorado Wealth Group, Llc

Denver, CO
11/2025 → Present

Savvy

Denver, CO

Previous Registrations

2021-01-29 → 2026-03-31

Colorado Wealth Group Llc

Denver, CO

Denver, CO
2020-08-14 → 2020-12-31

Colorado Wealth Group Llc

Denver, CO

Denver, CO
2010-03-22 → 2020-09-13

Forta Financial Group, Inc.

Greenwood Village, CO

Colorado Springs, CO
2009-07-27 → 2010-04-08

Valic Financial Advisors, Inc.

Lakewood, CO
2009-02-27 → 2009-07-24

Wells Fargo Advisors Financial Network, Llc

Denver, CO
1999-04-06 → 2009-03-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Billings, MT

Greenwood Village, CO

Billings, MT

Other Businesses

1. Mosaic Advisory Services. Investment-related. April 04, 2018. Time Spent: 1%. A personal private entity established to facilitate securities, advisory, and insurance business. 2. First Meeting, LLC. Not investment-related. Entity used for processing of bookkeeping and payroll for investment advisory services. Managing Member and Tax Planning Software Provider. August 01, 2020. 8 hours/month. I use an LLC to receive my compensation from Colorado Wealth Group. 3. Author of self-publish book titled " A concise guide to tax in retirement." Receives compensation from book sales via Amazon. Not Investment Related. Time Spent: 20 hrs/mo. 4. Tax Acuity LLC & Fiduciary Accounting LLC. Not investment-related. Tax services. Managing Partner. 12 hours/month during tax prep season from February 1st through April 15th. Receives compensation based on tax services provided to clients. 5. BL Roping LLC. Not investment-related. Peyton, Colorado. Horse training. Managing Member. 05/15/2022. 60 hours/month. 0 hours/month devoted during security trading hours. Training horses, selling horses, giving roping lessons.