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Victor Jeffrey Larsen

Larsen Financial Management

San Antonio, TX

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Current Employers
Larsen Financial Management

11314 Whisper Dawn, San Antonio, TX 78230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-08
  • TX RA
    APPROVED
    Since 2022-02-08

Branch Locations

11314 Whisper Dawn, San Antonio, TX 78230 • 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
Wfg Investments Inc San Antonio TX 02/2009 08/2017
National Securities Corp San Antonio TX 08/2017 10/2017
National Asset Managment San Antonio TX 08/2017 10/2017
Sensus Wealth Management Group, Llc San Antonio TX 10/2017 02/2022
Larsen Financial Management Llc San Antonio TX 01/2022 Present
Victor J. Larsen Tax Planning And Consulting San Antonio TX 01/1983 Present
  • 02/2009 → 08/2017
    Wfg Investments Inc
    San Antonio, TX
  • 08/2017 → 10/2017
    National Securities Corp
    San Antonio, TX
  • 08/2017 → 10/2017
    National Asset Managment
    San Antonio, TX
  • 10/2017 → 02/2022
    San Antonio, TX
  • 01/2022 → Present
    Larsen Financial Management Llc
    San Antonio, TX
  • 01/1983 → Present
    Victor J. Larsen Tax Planning And Consulting
    San Antonio, TX
Previous Registrations
Other Businesses

(1)Name of the other Business: Victor J. Larsen Tax Planning and Consulting, Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Tax preparation, consulting, and accounting services; Your Position: Owner/CPA; Start Date: March 1983; Hours per month devoted to other business: 10 hours / Month; Hours per month during trading hours: 10 hours; Services: Tax preparation, consulting, and accounting services. (2) Name of the other Business: Independent Insurance Agent, Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Insurance Sales; Your Position: Insurance Agent; Start Date: June 1997 Hours per month devoted to other business: 10 hours; Hours per month during trading hours: 10 hours; Services: Sale of Insurance Products (3) Name of the other Business: Realtor; Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Real Estate Sales; Your Position: Realtor; Start Date: May 2025 Hours per month devoted to other business: 40 hours; Hours per month during trading hours: 20 hours; Services: Real Estate Sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-10-07
  • S63 Uniform Securities Agent State Law Examination
    1987-10-07
Designations

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