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Troy Steven Larsen

USI Advisors

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About Troy Steven Larsen

Troy Larsen is a financial advisor who has been in the industry for over a decade. Troy is a registered investment advisor representative of USI Advisors and has held prior registrations with LPL Financial LLC and USI Securities, INC. Troy currently holds a Series 63, Series 7 and SIE licenses. Troy is a licensed advisor representative in Minnesota and provides services including financial planning, pension consulting, portfolio management for businesses, and selection of other advisors.

Firm Information

Troy Larsen is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

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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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 businesses

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

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seminars and consultations

Seminars and consultations

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Troy Larsen’s Registration & Firm History

MN

09/16/2020 - Present

USI Advisors (Bloomington MN)

MN

01/11/2021 - 09/12/2022

USI SECURITIES, INC. (Bloomington MN)

MN

01/25/2012 - 09/10/2020

LPL FINANCIAL LLC (MINNETONKA MN)

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Licenses & Designations

BC

Issued 02/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Steven Larsen.
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