Craig Carlyle Larson
CLU®Professional Summary
Craig Carlyle Larson, CLU®, who also goes by Craig C Larson, is a registered financial advisor currently at LARSON FINANCIAL ADVISORS located in Bloomington, Minnesota. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Craig has worked at 9 firms and has passed the Series 66, Series 63, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Craig C Larson
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Contact Information
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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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
LARSON FINANCIAL ADVISORS | LARSON FINANCIAL SERVICES, INC.
Contact Information
Main Address
13625 Ronald Reagan Blvd. Building 10 Suite 100, Cedar Park, TX 78613Phone Number
(512) 910-2722# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
499AUM (Assets Under Management)
$105,124,490Similar Advisors
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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.
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State Registrations and Notice Filings
(11/4/2013)
(11/17/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1993About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Carlyle Larson's CRS (Customer Relationship Summary).
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