Jan Larsen

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1986 → Present
  New York Life Insurance Company
  Everett, WA
• 06/1987 → Present
  Nylife Securities Llc
  Bellevue, WA
• 01/2007 → 02/2023
  Larsen Christopher Benefits Group
  Lake Stevens, WA
• 09/2001 → 01/2026
  Larsen Financial Services
  Lake Stevens, WA
• 03/2021 → Present
  Larsen & Warren Financial Group Llc
  Lake Stevens, WA
• 06/2006 → Present
  Eagle Strategies, Llc
  Lake Stevens, WA

Other Businesses

[OPERATING UNDER THE DBA NAME OF LARSEN & WARREN FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS; INVESTMENT RELATED; OWNER; 2008 123rd Avenue Ne Lake Stevens, WA 98258-9503; START DATE: 03/2021] [JL Larsen, LLC; OWNER; RENTAL INCOME; INVESTMENT RELATED; hold title to existing office/residential building AND RENTAL PROPERTY; START DATE 8/2002] [Larsen View LLC; RENTAL PROPERTY; OWNER; INVESTMENT RELATED; 12209 20th St NE, Lake Stevens, WA, 09258; START DATE 4/2017; 1 HOUR PER MONTH; COLLECT RENT]

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Designations

• Chartered Financial Consultant