Lianne Nichole Larson

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2008 → Present
  Npb Financial Group, Llc
  Los Alamitos, CA
• 01/2016 → Present
  Lnl Retirement, Llc
  Tustin, CA
• 07/2022 → Present
  Independent Financial Group, Llc
  Irvine, CA

Previous Registrations

• 2016-06-08 → 2022-07-15
  Npb Financial Group, Llc
  Santa Ana, CA
  Irvine, CA
  Burbank, CA

Other Businesses

(1) LNL RETIREMENT POSITION: President NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 02/15/2016 ADDRESS: 1340 Reynolds Avenue: Ste #110, Irvine CA 92614, United States DESCRIPTION: DBA FOR MARKETING PURPOSES. (2) KDM MERIDIAN POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 10/13/2016 ADDRESS: 1340 Reynolds Avenue: Ste #110, Irvine CA 92614, United States DESCRIPTION: Chief Operations Officer. (3) RENTAL PROPERTY (1) POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 1092 Palmerston Street, Las Vegas NV 89110, United States DESCRIPTION: Rental Property (4) RENTAL PROPERTY (2) POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2019 ADDRESS: 216 E. 3rd Street, Egan SD 57024, United States DESCRIPTION: Rental Property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-07
• S63 Uniform Securities Agent State Law Examination
  2003-05-16

Other Names

• Lianne Nichole Kelousek
• Lianne N Larson