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Reid Marshall Larson

Viawealth, LLC

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About Reid Marshall Larson

Reid Larson is a financial advisor registered in Kansas, working with Viawealth, LLC. Reid is a Kansas-based financial advisor with experience in the financial industry. Reid is Series 65 licensed, has been active in the industry since October 2018 and has been affiliated with Viawealth, LLC since July 2020. Viawealth, LLC has a total of 3 investment advisor representatives and 3 employees. Viawealth, LLC specializes in financial planning, pension consulting and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Reid Larson is currently registered with Viawealth, LLC. Viawealth, LLC is a registered investment advisor based in Leawood, KS. The firm provides financial planning and portfolio management services to individuals and families. They also offer pension consulting and selection of other advisors. Viawealth has $211,924,944 in regulatory assets under management and serves 308 accounts.
Viawealth, LLC

8700 STATE LINE RD

LEAWOOD, KS 66206

$211.92M

Assets Under Management

Not reported

Total Clients

3

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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Reid Larson’s Registration & Firm History

KS

07/02/2020 - Present

Viawealth, LLC (LEAWOOD KS)

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Licenses & Designations

IA

Issued 02/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reid Marshall Larson.
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