Bruce A. Larsen

OSAIC WEALTH

COLORADO SPRINGS, CO 80903

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CRD#: 1025113

Professional summary

Bruce Allen Larsen, CFP®, who also goes by Brude Allen Larsen, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Colorado Springs, Colorado.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Bruce has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brude Allen Larsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)LARSEN WEALTH MANAGEMENT DBA;INVESTMENT RELATED;3725 HILL CIRCLE, COLORADO SPRINGS,CO;SECURITIES AND ADVISORY;OWNER;3/2014;160 HRS/MONTH;6.5 HRS DURING TRADING;REGISTERED REPRESENTATIVE AND ADVISER 2)LARSEN CLASSIC CARS LLC;NOT INVESTMENT RELATED;3725 HILL CIRCLE,COLORADO SPRINGS,CO 80904;WHOLESALE CARS;OWNER;6/20/2015;4-8 HRS/MONTH;.5 HRS DURING TRADING;PURCHASE CARS THAT I KNOW ARE WANTED BY LOCAL DEALERS, THEN, RESELLING THEM TO THE DEALERS 3) RENTAL PROPERTY POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2017 ADDRESS: 8120 Celestial Lane, 1220, Colorado Springs CO 80920, United States DESCRIPTION: lease property, collect rent, provide maintenance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Allen Larsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Bruce Allen Larsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 90 S. Cascade Ave. Suite 1220, Colorado Springs, CO 80903

RIA

CRD#: 23131

COLORADO SPRINGS, CO

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 90 S. Cascade Ave. Suite 1220, Colorado Springs, CO 80903

RIA

CRD#: 23131

COLORADO SPRINGS, CO

Past

March 26, 2014 - August 23, 2024

TRIAD ADVISORS LLC

RIA

CRD#: 25803

COLORADO SPRINGS, CO

Past

March 26, 2014 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

COLORADO SPRINGS, CO

Past

January 1, 1999 - March 5, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLORADO SPRINGS, CO

Past

January 3, 1990 - March 5, 2014

LPL FINANCIAL LLC

CRD#: 6413

COLORADO SPRINGS, CO

Past

February 15, 1988 - January 24, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 24, 1981 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/23/2024)

Arizona
(8/23/2024)

California
(8/23/2024)

Colorado
(8/23/2024)

IAR

Colorado
(8/23/2024)

Florida
(8/23/2024)

Georgia
(8/23/2024)

IAR

Georgia
(8/23/2024)

Hawaii
(8/23/2024)

Idaho
(8/23/2024)

IAR

Idaho
(8/23/2024)

Illinois
(8/23/2024)

Kansas
(8/23/2024)

IAR

Kansas
(8/23/2024)

Kentucky
(8/23/2024)

Michigan
(8/23/2024)

IAR

Michigan
(8/23/2024)

Missouri
(8/23/2024)

Montana
(8/23/2024)

IAR

Montana
(8/23/2024)

Nevada
(8/23/2024)

New Mexico
(8/23/2024)

IAR

New Mexico
(8/23/2024)

North Carolina
(8/27/2025)

Ohio
(8/23/2024)

Oklahoma
(8/23/2024)

Oregon
(8/23/2024)

IAR

Oregon
(8/23/2024)

South Dakota
(8/23/2024)

Texas
(8/23/2024)

IAR

Texas
(8/23/2024)

Virginia
(8/23/2024)

Washington
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/12/1993

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bruce A. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Allen Larsen's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Bruce Allen Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/1996

Series 63

Date: 1/6/1982

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1981

Series 24

Date: 1/12/1993

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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