Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Larson is a financial advisor with over 15 years of experience in the financial services industry. Casey is registered with LPL Financial LLC, and has experience working with both individuals and businesses. Casey holds multiple industry licenses and has earned several professional designations. Casey's areas of expertise include financial planning, investment management, and retirement planning. Prior to joining LPL Financial LLC, Casey worked with SagePoint Financial, Inc. and Edward Jones. Casey is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
01/02/2020 - Present
LPL Financial LLC (EDINA MN)
MN
02/08/2013 - 01/08/2020
SAGEPOINT FINANCIAL, INC. (EDINA MN)
MN
12/11/2007 - 02/12/2013
EDWARD JONES (CRYSTAL MN)
MN
06/27/2007 - 08/16/2007
MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Casey Larson is the right advisor for you? Invested Better is here to help.
