Glen A. Larsen

FINANCIAL ADVISORY SERVICES

SALT LAKE CITY, UT 84117

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CRD#: 1743485

Professional summary

Glen Allen Larsen, CFP®, ChFC®, CLU® is a registered financial advisor currently at FINANCIAL ADVISORY SERVICES located in Salt Lake City, Utah.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Glen has worked at 6 firms and has passed the Series 65, Series 63, Series 7 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.

EVOLVEMED NON-INVESTMENT RELATED 175 WEST 200 SOUTH SUITE 4004 SLC, UT 84101 MEDICAL DOCUMENTATION BUSINESS PRINCIPAL, BOARD MEMBER 1/1/1992 10 HOURS PER MONTH 1/2 HOUR PER WORKDAY MANAGEMENT OVERSIGHT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen 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

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 20, 1994 - Present

FINANCIAL ADVISORY SERVICES

Office #1: 2225 E. Murray Holladay Rd. Suite 210, Salt Lake City, UT 84117

RIA

CRD#: 118496

SALT LAKE CITY, UT

Past

October 12, 1994 - March 7, 1995

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

April 20, 1994 - December 31, 2004

FINANCIAL ADVISORY SERVICES

RIA

CRD#: 118496

SALT LAKE CITY, UT

Past

May 10, 1991 - October 26, 1992

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

January 3, 1991 - April 29, 1991

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

January 25, 1988 - November 14, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

December 3, 1987 - February 3, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

October 21, 1987 - November 3, 1987

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

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".

FINANCIAL ADVISORY SERVICES

FINANCIAL ADVISORY SERVICES | LARSEN, GLEN ALLEN

CRD#: 118496 / SEC#: 801-130356

RIA

Registered Investment Advisory firm - (6/7/2024 Approved)

Utah

Registered Investment Advisory firm - (2/27/2025 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.

Highlighted states indicate IAR registrations

IAR

Utah
(4/20/1994)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/30/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/1991

General Securities Principal Examination

Current Firm

FINANCIAL ADVISORY SERVICES

FINANCIAL ADVISORY SERVICES | LARSEN, GLEN ALLEN

CRD#: 118496 / SEC#: 801-130356

RIA

Registered Investment Advisory firm - (6/7/2024 Approved)

Utah

Registered Investment Advisory firm - (2/27/2025 Terminated)

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Contact information

Main Address

2225 E. Murray Holladay Rd. Suite 210, Salt Lake City, UT 84117

Mailing Address

Phone number

(801) 532-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

ADV PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 135,000,000

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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Advisor Monitoring

Firm Stability Insights

Glen A. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MAIN STREET MANAGEMENT COMPANY

FINANCIAL ADVISORY SERVICES

MAIN STREET MANAGEMENT COMPANY

KEY INVESTMENTS INC.

AMERIPRISE FINANCIAL SERVICES, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

FINANCIAL ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/1994

Series 63

Date: 12/21/1987

Series 7

Date: 10/17/1987

Series 24

Date: 8/8/1991

Current Firm

FINANCIAL ADVISORY SERVICES

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL ADVISORY SERVICES

TRUST BUT VERIFY

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