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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Larsen is a financial advisor with ON Investment Management Co. based in Topeka, Kansas. Craig has been in the financial services industry since 1983. Craig is a Series 6, 7, 22, 63 and 65 licensed professional. Craig has worked for WADDELL & REED, INC., VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, Larsen Financial (DBA), Ohio National Financial Services, and THE O.N. EQUITY SALES COMPANY. Craig offers financial planning and portfolio management services to individual investors and families, corporations, charitable organizations, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
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2
KS
03/15/2018 - Present
ON Investment Management Co. (Topeka KS)
KS
05/03/1983 - 03/22/2018
WADDELL & REED (TOPEKA KS)
IA
Issued 12/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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