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Bedford Jonathon Otey

Larson Financial Group, LLC

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About Bedford Jonathon Otey

Bedford Jonathon Otey is a financial advisor with Larson Financial Group, LLC. Bedford has been in the financial services industry since June 15, 2015, and is currently registered to provide investment advice in 23 states. Bedford is licensed to provide investment advice in both Broker-Dealer (BC) and Investment Advisor (IA) capacities. Bedford holds the Series 66, Series 7, and SIE licenses. Larson Financial Group, LLC is an investment advisory firm that provides financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and charitable organizations. Bedford is dedicated to providing his clients with personalized financial advice and guidance, helping them achieve their financial goals.

Firm Information

Bedford Otey is currently registered with Larson Financial Group, LLC. Larson Financial Group, LLC is a Saint Louis, Missouri-based investment advisor with over 70 licensed agents and over $2.7 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, and other entities, including charitable organizations and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Larson Financial Group, LLC

100 N BROADWAY

SAINT LOUIS, MO 63102

$2.74B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bedford Otey’s Registration & Firm History

MO

02/16/2021 - Present

Larson Financial Group, LLC (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 06/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bedford Jonathon Otey.
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