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Michael Zesati

Larson Financial Group, LLC

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About Michael Zesati

Michael Zesati is a financial professional with Larson Financial Group, LLC. Michael has been in the financial industry since 2022 and is registered with the state of California. Michael holds Series 7TO and Series 66 licenses, as well as the SIE exam. Larson Financial Group, LLC is an independent wealth management firm that provides a variety of financial services to individuals, families, and businesses. The firm specializes in financial planning, investment management, and retirement planning. Michael is committed to providing personalized financial advice that helps clients reach their financial goals.

Firm Information

Michael Zesati 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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Michael Zesati’s Registration & Firm History

CA

09/09/2024 - Present

Larson Financial Group, LLC (San Diego CA)

CA

07/04/2022 - 09/22/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Del Mar CA)

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Licenses & Designations

BOTH

Issued 08/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Zesati.
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