Unclaimed
Stuart Larsen is a financial advisor with over 30 years of experience in the industry. Stuart currently works with Osaic Wealth, Inc., a firm with a large client base and a variety of advisory services. Previously, Stuart held positions at Securities America, Inc., LPL Financial LLC, and National Planning Corporation. Stuart is a dedicated professional, committed to providing personalized financial guidance and investment strategies to clients.
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.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
07/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (MINNETONKA MN)
MN
11/29/2017 - 08/02/2019
LPL FINANCIAL LLC (Minnetonka MN)
MN
07/25/2014 - 11/29/2017
NATIONAL PLANNING CORPORATION (Minnetonka MN)
MN
02/25/2000 - 07/25/2014
COMMONWEALTH FINANCIAL NETWORK (MINNETONKA MN)
MN
11/25/1988 - 02/29/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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