Unclaimed
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.
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.
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KS
06/11/2020 - Present
Viawealth, LLC (LEAWOOD KS)
IA
Issued 02/25/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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