Don Carlos Larson

Employer firm

Larson Wealth Management, LLC CRD 160847

$37.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2011 → Present
  Larson Wealth Management, Llc
  Tempe, AZ

Previous Registrations

• 2013-07-24 → 2019-12-31
  Larson Wealth Management, Llc
  Tempe, AZ
• 2003-09-24 → 2010-12-31
  Steele Larson Advisors, Lllp
  Gilbert, AZ
  Mesa, AZ

Other Businesses

LARSON BUSINESS & TAX SOLUTIONS (NOT INVESTMENT RELATED). ADDRESS: 4500 S. LAKESHORE DR., SUITE 364 TEMPE, AZ 85282 SERVICES: BOOKKEEPING AND TAX PREPARATION SERVICES. TITLE: OWNER/MANAGER START: 08/2011 TIME REQUIREMENTS: 10-20 HRS/MONTH (NONE DURING TRADE HOURS) AEM INTERNATIONAL (US) LTD (NOT INVESTMENT RELATED). ADDRESS: 2040 S. ALMA SCHOOL RD. CHANDLER, AZ 85286 SERVICES: SERVE AS SECRETARY TITLE: SECRETARY/TREASURER START: 01/2014 TIME REQUIREMENTS: 10-20 HRS/MONTH (NONE DURING TRADE HOURS)

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-04
• S63 Uniform Securities Agent State Law Examination
  2011-10-27
• S66 Uniform Combined State Law Examination
  2003-09-11

Designations

• Certified Financial Planner

Other Names

• Don C Larson