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Max Theisen Larsen

Future Finances Inc

Columbus, OH

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Current Employers
Future Finances Inc

100 Northwoods Blvd. Ste "B", Columbus, OH 43235 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2003-01-17
  • OH RA
    APPROVED
    Since 2003-01-17

Branch Locations

100 Northwoods Blvd. Suite B, Columbus, OH 43235 • 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
OrganizationCityStateFromTo
Future Finances Inc. Columbus OH 08/1981 Present
Professional Benefit Planning Columbus OH 10/1986 Present
Triad Advisors, Inc Norcross GA 01/2012 08/2024
Osaic Wealth, Inc. Columbus OH 08/2024 Present
  • 08/1981 → Present
    Columbus, OH
  • 10/1986 → Present
    Professional Benefit Planning
    Columbus, OH
  • 01/2012 → 08/2024
    Triad Advisors, Inc
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Columbus, OH
Previous Registrations
  • 2001-04-04 → 2012-01-25
    Fsc Securities Corporation
    Worthington, OH
    Columbus, OH
    Columbus, OH
Other Businesses

1. FF1 ALTERNATIVES, LLC -INVESTMENT RELATED; 100 NORTHWOODS BLVD, SUITE B, COLUMBUS, OH 43235; COMMODITIES FUTURES TRADING; OWNER, PRESIDENT; 11/30/2010; 20-30 HRS/MONTH; 1 HR DURING TRADING; AS AN INDEPENDENT INTRODUCING BROKER(IB) PROVIDE MANAGED FUTURES PROGRAMS AND PHYSICAL METALS FOR OUR HIGH-NET-WORTH CLIENTS 2. The Talon Group Investments LLC -30815 Avenida Del Reposo, Temecula, CA 92591; purchase residence for resale, renting out until sold; passive investor; 3/2014; 0 hrs/month; 0 hrs during trading; passive investor 3. LINDA HARPER TRUST POSITION: trustee NATURE: Acting as trustee for trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2025 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235 DESCRIPTION: Act as trustee for trust and assist beneficiaries with administration. 4. FUTURE FINANCES, INC. POSITION: President NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1981 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Investment advisory and financial planning. 5. PROFESSIONAL BENEFITS PLANNING CORP. POSITION: President NATURE: Fixed insurance residuals paid through this entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/1986 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Fixed insurance residuals paid through this entity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-31
  • S63 Uniform Securities Agent State Law Examination
    1992-08-31
Other Names
  • Max Theisen Larsen

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