Unclaimed
Kent Fellman Larson is a financial advisor with Edward Jones. Kent has over 20 years of experience in the financial services industry. Kent holds Series 63, 66, and 7 licenses and the SIE exam. Kent's previous experience includes time with VOYA AMERICA EQUITIES, INC., ALLIANZ LIFE FINANCIAL SERVICES, LLC, FELTL & COMPANY, ING AMERICA EQUITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, EDWARD JONES, and U.S. BANCORP PIPER JAFFRAY INC. Kent provides financial planning, portfolio management for individuals and businesses, and pension consulting. Kent also helps clients select other advisors and specializes in providing financial advice to a variety of clients including high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
MN
02/21/2019 - Present
Edward Jones (ELK RIVER MN)
MN
03/12/2015 - 02/06/2019
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
10/01/2014 - 03/06/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
11/27/2012 - 04/09/2014
FELTL & COMPANY (PLYMOUTH MN)
MN
07/28/2006 - 10/22/2012
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
01/21/2004 - 06/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/21/2004 - 06/07/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
07/02/2001 - 11/27/2002
EDWARD JONES (ST. LOUIS MO)
MN
05/30/2001 - 06/11/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 02/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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