linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Boston Larsen

Executive Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Boston Larsen

Robert Larsen, JR is an Investment Advisor Representative associated with Executive Wealth Management, LLC, a firm that manages over $1 billion in assets. Robert is a Certified Financial Planner, and holds Series 6, 63, and 65 licenses, as well as the SIE designation.

Firm Information

Robert Larsen is currently registered with Executive Wealth Management, LLC. Executive Wealth Management, LLC is an investment advisor based in Brighton, MI. The firm has approximately $1 billion - $10 billion in assets under management and provides a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles. The firm caters to a diverse clientele, including individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and deceased/settling estates.
Executive Wealth Management, LLC

135 WEST NORTH STREET

BRIGHTON, MI 48116

$1.44B

Assets Under Management

Not reported

Total Clients

26

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Larsen’s Registration & Firm History

MI

01/20/2023 - Present

Executive Wealth Management, LLC (BRIGHTON MI)

MI

08/28/2017 - 12/12/2022

PRIVATE CLIENT SERVICES, LLC (Brighton MI)

MI

08/05/2016 - 08/03/2017

THE HUNTINGTON INVESTMENT COMPANY (NORTHVILLE TOWNSHIP MI)

MI

06/24/2013 - 06/27/2016

J.P. MORGAN SECURITIES LLC (NORTHVILLE MI)

Not sure if Robert Boston Larsen is right for you?

Licenses & Designations

IA

Issued 09/01/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Boston Larsen.
Not sure if Robert Boston Larsen is right for you?