ML
Max T. Larsen
FUTURE FINANCES
COLUMBUS, OH 43235
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CRD#: 1406283
ML
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 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. FUTURE FINANCES INC -INVESTMENT RELATED;100 NORTHWOODS BLVD, COLUMBUS, OH 43235; RIA & CPA; PRESIDENT;1981;40 HRS/MONTH;6.5 HRS DURING TRADING; RIA & CPA 3. 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 4. Professional Benefits Planning Corp -not investment related;100 Northwoods Blvd, Columbus, OH 43235; insurance; owner; 1989; 3 hrs/month; fixed insurance 5. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Max Theisen Larsen's 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®
Start date: 1993
Experience
Current
January 17, 2003 - Present
FUTURE FINANCES INC
Office #1: 100 Northwoods Blvd. Suite B, Columbus, OH 43235RIA
CRD#: 105190
COLUMBUS, OH
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 100 Northwoods Blvd Suite B, Columbus, OH 43235RIA
BD
CRD#: 23131
COLUMBUS, OH
Past
January 20, 2012 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
COLUMBUS, OH
Past
April 4, 2001 - January 25, 2012
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
WORTHINGTON, OH
Past
March 26, 1992 - January 25, 2012
FSC SECURITIES CORPORATION
BD
CRD#: 7461
WORTHINGTON, OH
Past
November 8, 1990 - March 9, 1992
WRP INVESTMENTS, INC.
BD
CRD#: 7365
YOUNGSTOWN, OH
Past
March 31, 1988 - September 21, 1990
COLUMBUS EQUITIES INTERNATIONAL, INC.
BD
CRD#: 7559
Past
July 30, 1987 - January 18, 1988
LPL FINANCIAL LLC
BD
CRD#: 6413
Past
December 9, 1986 - September 21, 1990
COLUMBUS EQUITIES INTERNATIONAL, INC.
BD
CRD#: 7559
Past
September 13, 1985 - August 24, 1987
FIRST SECURITIES CORPORATION OF COLUMBUS
BD
CRD#: 7923
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 - (1/27/1982 Approved)Ohio
Registered Investment Advisory firm - (11/14/1999 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FUTURE FINANCES INC
FUTURE FINANCES INC
CRD#: 105190 / SEC#: 801-16781
RIA
Registered Investment Advisory firm - (1/27/1982 Approved)Ohio
Registered Investment Advisory firm - (11/14/1999 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Northwoods Blvd. Ste "b", Columbus, OH 43235
Mailing Address
Phone number
(614) 888-7526
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 661 |
| AUM (Assets Under Management) | $ 272,375,814 |
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.
