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Richard Allen Vasterling

Larson Financial Group, LLC

Saint Louis, MO

Minneapolia, MN

CRD 1634044

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Employer firm

Larson Financial Group, LLC CRD 140599

$5.48B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-29
MN RA APPROVED 2021-10-01
  • TX RA
    APPROVED_RES
    Since 2022-08-29
  • MN RA
    APPROVED
    Since 2021-10-01

Branch Locations

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

6160 Summit Dr N Suite 580, Minneapolia, MN 55430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Counsel Wealth Management Fka Counsel Financial Inc New Brighton MN 11/1993 Present
Comprehensive Asset Management & Servicing, Inc. Parsippany NJ 10/2009 06/2020
Larson Financial Securities Chesterfield MO 06/2020 Present
Larson Wealth Partners Minneapolis MN 07/2020 Present
Larson Financial Group, Llc Chesterfield MO 10/2021 Present
  • 11/1993 → Present
    Counsel Wealth Management Fka Counsel Financial Inc
    New Brighton, MN
  • 10/2009 → 06/2020
    Comprehensive Asset Management & Servicing, Inc.
    Parsippany, NJ
  • 06/2020 → Present
    Larson Financial Securities
    Chesterfield, MO
  • 07/2020 → Present
    Larson Wealth Partners
    Minneapolis, MN
  • 10/2021 → Present
    Chesterfield, MO
Previous Registrations
  • 2020-08-04 → 2022-03-28
    Larson Wealth Partners
    Minneapolis, MN
  • 2013-12-10 → 2020-09-01
    Counsel Wealth Management, Inc.
    Arden Hills, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-23
S63 Uniform Securities Agent State Law Examination 1987-03-18
  • S66 Uniform Combined State Law Examination
    1998-12-23
  • S63 Uniform Securities Agent State Law Examination
    1987-03-18
Designations
  • Certified Financial Planner
Other Names
  • Rick Vasterling
  • Richard Allen Vasterling
  • Richard Allen Vasterling

View on SEC IAPD

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