Victor Jeffrey Larsen

Employer firm

Larsen Financial Management CRD 318482

$1.34M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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
  Sensus Wealth Management Group, Llc
  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

• 2017-11-08 → 2022-02-09
  Sensus Wealth Management Group Llc
  San Antonio, TX
• 2017-08-23 → 2017-10-26
  B. Riley Wealth Advisors, Inc.
  San Antonio, TX
• 2009-02-11 → 2017-08-24
  Wfg Advisors, Lp
  San Antonio, TX
• 1995-05-17 → 2009-02-25
  Lpl Financial Llc
  San Antonio, TX
• 2009-01-09 → 2009-01-09
  Wfg Advisors, Lp
  Dallas, TX
• 2003-10-08 → 2003-12-31
  Larsen Financial Management, Inc.
  San Antonio, TX

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

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

Designations

• Certified Financial Planner