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Brian Joseph Fernandez

Larson Financial Group, LLC

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About Brian Joseph Fernandez

Brian Fernandez is a financial advisor who has been in the industry for over 20 years. Brian has a strong understanding of the financial markets and a proven track record of success. Brian specializes in retirement planning, investment management, and estate planning. Brian is currently registered with Larson Financial Group, LLC, and has previously worked at Cambridge Investment Research, Inc. and WS Griffith Securities, Inc. Brian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Brian Fernandez 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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Brian Fernandez’s Registration & Firm History

MO

03/18/2024 - Present

Larson Financial Group, LLC (SAINT LOUIS MO)

MO

05/04/2004 - 06/25/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)

CT

05/03/2004 - 05/20/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 07/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Joseph Fernandez.
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