Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Oak is an investment advisor representative with Larson Financial Group, LLC. Connor is registered with the state of Minnesota. Connor has been in the financial industry since 2012. Connor has passed the Uniform Investment Adviser Law Examination (Series 65). Larson Financial Group, LLC, is headquartered in Saint Louis, Missouri. Larson Financial Group, LLC, specializes in providing financial planning, pension consulting, and portfolio management services to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
07/26/2024 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
IA
Issued 09/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Connor Oak is the right advisor for you? Invested Better is here to help.
