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David Lance Larson

Viawealth, LLC

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About David Lance Larson

David Larson is an investment advisor representative at Viawealth, LLC, located in Leawood, Kansas. David is registered with the state of Kansas. David has experience in the financial services industry since 2009. David holds a Series 65 license. David specializes in providing financial planning, pension consulting, and selection of other advisors. David is also experienced in portfolio management for individuals.

Firm Information

David Larson is currently registered with Viawealth, LLC. Viawealth, LLC is a registered investment advisor based in Leawood, KS. The firm provides financial planning and portfolio management services to individuals and families. They also offer pension consulting and selection of other advisors. Viawealth has $211,924,944 in regulatory assets under management and serves 308 accounts.
Viawealth, LLC

8700 STATE LINE RD

LEAWOOD, KS 66206

$211.92M

Assets Under Management

Not reported

Total Clients

3

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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David Larson’s Registration & Firm History

KS

06/11/2020 - Present

Viawealth, LLC (LEAWOOD KS)

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Licenses & Designations

IA

Issued 02/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lance Larson.
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