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Dylan Donovan

Larson Financial Group, LLC

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About Dylan Donovan

Dylan Donovan is a financial advisor with Larson Financial Group, LLC based in Saint Louis, MO. Dylan has been in the financial industry since 2017 and has a Series 6, 7, 63, and 65 licenses. Dylan has experience with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Dylan's firm provides a variety of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Dylan Donovan is currently registered with Larson Financial Group, LLC. Larson Financial Group, LLC is a Saint Louis, Missouri-based investment advisor with over 70 licensed agents and over $2.7 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, and other entities, including charitable organizations and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Larson Financial Group, LLC

100 N BROADWAY

SAINT LOUIS, MO 63102

$2.74B

Assets Under Management

Not reported

Total Clients

62

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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Dylan Donovan’s Registration & Firm History

MO

08/19/2021 - Present

Larson Financial Group, LLC (SAINT LOUIS MO)

MO

05/29/2019 - 10/21/2020

COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)

MO

03/01/2017 - 05/13/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 10/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Donovan.
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