Victor J. Larsen

LARSEN FINANCIAL MANAGEMENT

San Antonio, TX 78230

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CRD#: 1712015

Professional summary

Victor Jeffrey Larsen, CFP® is a registered financial advisor currently at LARSEN FINANCIAL MANAGEMENT located in San Antonio, Texas.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Victor has worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Tax Planning

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Business Succession Planning

Divorce Planning

Retirement Income Management

Budgeting

Debt Management

Estate Planning

Comprehensive Financial Planni...

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)Name of the other Business: Victor J. Larsen Tax Planning and Consulting, Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Tax preparation, consulting, and accounting services; Your Position: Owner/CPA; Start Date: March 1983; Hours per month devoted to other business: 10 hours / Month; Hours per month during trading hours: 10 hours; Services: Tax preparation, consulting, and accounting services. (2) Name of the other Business: Independent Insurance Agent, Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Insurance Sales; Your Position: Insurance Agent; Start Date: June 1997 Hours per month devoted to other business: 10 hours; Hours per month during trading hours: 10 hours; Services: Sale of Insurance Products (3) Name of the other Business: Realtor; Investment Related: N; Address: 11314 Whisper Dawn St., San Antonio, TX 78230; Nature of business: Real Estate Sales; Your Position: Realtor; Start Date: May 2025 Hours per month devoted to other business: 40 hours; Hours per month during trading hours: 20 hours; Services: Real Estate Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Jeffrey 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^®

Certified Financial Planner

Start date: 1993

Experience

Current

February 9, 2022 - Present

LARSEN FINANCIAL MANAGEMENT

Office #1: 11314 Whisper Dawn, San Antonio, TX 78230

RIA

CRD#: 318482

San Antonio, TX

Past

November 8, 2017 - February 9, 2022

SENSUS WEALTH MANAGEMENT GROUP LLC

RIA

CRD#: 153357

SAN ANTONIO, TX

Past

August 23, 2017 - October 26, 2017

B. RILEY WEALTH ADVISORS, INC.

CRD#: 10293

Past

September 1, 1988 - July 12, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

September 1, 1988 - July 12, 1990

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 16, 1988 - June 4, 1992

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

November 2, 1987 - May 23, 1988

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

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.

Highlighted states indicate IAR registrations

IAR

Texas
(2/9/2022)

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.

General Securities Principal Examination

Current Firm

LARSEN FINANCIAL MANAGEMENT

LARSEN FINANCIAL MANAGEMENT | LARSEN FINANCIAL MANAGEMENT LLC

CRD#: 318482 / SEC#:

Texas

Registered Investment Advisory firm - (2/8/2022 Approved)

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Contact information

Main Address

11314 Whisper Dawn, San Antonio, TX 78230

Mailing Address

Phone number

(210) 393-8642

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 1,335,350

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Victor J. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Jeffrey Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENSUS WEALTH MANAGEMENT GROUP LLC

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

LARSEN FINANCIAL MANAGEMENT, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURIAN FINANCIAL SERVICES, INC.

LINCOLN NATIONAL PENSION INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

HORNOR, TOWNSEND & KENT, LLC

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/1987

SIE

Date: 10/26/2017

Series 7

Date: 4/1/1997

Series 22

Date: 9/22/1994

Series 6

Date: 10/30/1987

Series 24

Date: 1/24/2001

Current Firm

LARSEN FINANCIAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LARSEN FINANCIAL MANAGEMENT

TRUST BUT VERIFY

Contact information

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