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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Larson is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the industry since 1998 and has experience working with a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MN
10/15/2014 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
CO
04/05/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (GREENWOOD VILLAGE CO)
MN
04/05/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
07/02/2007 - 10/13/2014
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
07/01/2002 - 06/27/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
06/26/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 12/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/10/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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