Larson Financial Group

Company Description (LinkedIn): An advisory group providing specialized services for physicians such as contract review and negotiation, insurance, investment management and financial planning. Since 1982, the expertise of our advisors has benefited physicians at over 300 medical centers, hospitals, and medical schools, which includes over 900 residency and fellowship programs, and has reached all specialties.

• ⏳ Active Since: 1982
• 📍 Location: Elkhorn, Nebraska
• 🔢 Employee Count: 13
• 👥 Followers: 203

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 2,336
• 🧾 Number of accounts: 20,802
• 🛍 Average Account Size: $112,287

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.larson.com