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Max Theisen Larsen

CFP®, CIMA®

FUTURE FINANCES

COLUMBUS, OH

·CRD# 1406283·41 years experience

Professional Summary

Max Theisen Larsen, CFP®, CIMA® is a registered financial advisor currently at FUTURE FINANCES INC located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio. Max is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Max has worked at 8 firms and has passed the Series 63, Series 52TO, SIE, Series 3, Series 7, Series 22, Series 53 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 1993

CIMA®

Certified Investment Management Analyst

Years of Experience

41 years in the financial services industry

Current & Past Employments

FUTURE FINANCES INC·CRD# 105190

RIA

100 Northwoods Blvd. Suite B, Columbus, OH 43235

January 17, 2003 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

100 Northwoods Blvd Suite B, Columbus, OH 43235

August 23, 2024 - Present

TRIAD ADVISORS LLC·CRD# 25803

BD

Columbus, OH

January 20, 2012 - August 23, 2024

FSC SECURITIES CORPORATION·CRD# 7461

RIA

Worthington, OH

April 4, 2001 - January 25, 2012

FSC SECURITIES CORPORATION·CRD# 7461

BD

Worthington, OH

March 26, 1992 - January 25, 2012

WRP INVESTMENTS, INC.·CRD# 7365

BD

Youngstown, OH

November 8, 1990 - March 9, 1992

COLUMBUS EQUITIES INTERNATIONAL, INC.·CRD# 7559

BD

March 31, 1988 - September 21, 1990

LPL FINANCIAL LLC·CRD# 6413

BD

July 30, 1987 - January 18, 1988

COLUMBUS EQUITIES INTERNATIONAL, INC.·CRD# 7559

BD

December 9, 1986 - September 21, 1990

FIRST SECURITIES CORPORATION OF COLUMBUS·CRD# 7923

BD

September 13, 1985 - August 24, 1987

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Current Firm

FF

FUTURE FINANCES INC

FUTURE FINANCES INC

CRD#: 105190 / SEC#: 801-16781

RIA

Registered Investment Advisory firm - SEC (1/27/1982 Approved)

Ohio

Registered Investment Advisory firm - Ohio (11/14/1999 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

100 Northwoods Blvd. Ste "b", Columbus, OH 43235

Phone Number

(614) 888-7526

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FUTURE FINANCES, INC. (4/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

691

AUM (Assets Under Management)

$304,621,367

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. FF1 ALTERNATIVES, LLC -INVESTMENT RELATED; 100 NORTHWOODS BLVD, SUITE B, COLUMBUS, OH 43235; COMMODITIES FUTURES TRADING; OWNER, PRESIDENT; 11/30/2010; 20-30 HRS/MONTH; 1 HR DURING TRADING; AS AN INDEPENDENT INTRODUCING BROKER(IB) PROVIDE MANAGED FUTURES PROGRAMS AND PHYSICAL METALS FOR OUR HIGH-NET-WORTH CLIENTS 2. The Talon Group Investments LLC -30815 Avenida Del Reposo, Temecula, CA 92591; purchase residence for resale, renting out until sold; passive investor; 3/2014; 0 hrs/month; 0 hrs during trading; passive investor 3. LINDA HARPER TRUST POSITION: trustee NATURE: Acting as trustee for trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2025 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235 DESCRIPTION: Act as trustee for trust and assist beneficiaries with administration. 4. FUTURE FINANCES, INC. POSITION: President NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1981 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Investment advisory and financial planning. 5. PROFESSIONAL BENEFITS PLANNING CORP. POSITION: President NATURE: Fixed insurance residuals paid through this entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/1986 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Fixed insurance residuals paid through this entity

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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".

FF

FUTURE FINANCES INC

FUTURE FINANCES INC

CRD#: 105190 / SEC#: 801-16781

RIA

Registered Investment Advisory firm - SEC (1/27/1982 Approved)

Ohio

Registered Investment Advisory firm - Ohio (11/14/1999 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

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

RR

Alabama
(8/23/2024)

RR

California
(8/23/2024)

RR

Colorado
(8/23/2024)

RR

Delaware
(8/23/2024)

RR

District of Columbia
(8/23/2024)

RR

Florida
(8/23/2024)

RR

Georgia
(8/23/2024)

RR

Illinois
(8/23/2024)

RR

Maine
(8/23/2024)

RR

Maryland
(8/23/2024)

RR

Massachusetts
(8/23/2024)

RR

Michigan
(8/23/2024)

RR

Minnesota
(8/23/2024)

RR

Montana
(8/23/2024)

RR

Nebraska
(8/23/2024)

RR

New York
(8/23/2024)

RR

North Carolina
(8/23/2024)

IAR

Ohio
(1/17/2003)

RR

Ohio
(8/23/2024)

RR

Pennsylvania
(8/23/2024)

RR

South Carolina
(8/23/2024)

RR

Texas
(8/23/2024)

RR

Virginia
(8/23/2024)

RR

Washington
(8/23/2024)

RR

West Virginia
(8/23/2024)

RR

Wisconsin
(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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1992About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Dec 2011About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Aug 1986About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Sep 1985About the Series 22 exam

Series 53 — Municipal Securities Principal Examination

Passed Jun 2003About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Sep 1987About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Max Theisen Larsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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