Brooks B. Larson

WEALTH PLANNING ADVISORS LLC

Oracle, AZ

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CRD#: 2148509

Professional summary

Brooks Brevick Larson, ChFC®, CLU® is a registered financial advisor currently at WEALTH PLANNING ADVISORS LLC located in Oracle, Arizona.

Brooks is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Brooks has worked at 13 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.

Mr. Larson is currently engaged in an LLC (TYM&D, LLC) created for family estate planning purposes. The LLC is not in the business of buying or selling real estate and exists only to establish that currently held real estate is "rented" only to family members. Mr. Larson is also engaged in business with Wealth Planning Advisors LLC, an RIA as a financial planner and is in the process of merging his current business with Wealth Planning Advisors LLC. Throughout this process, Mr. Larson will be registered with both Brooks Larson Wealth Management and Wealth Planning Advisors LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooks Brevick Larson'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 8, 2024 - Present

WEALTH PLANNING ADVISORS LLC

RIA

CRD#: 327765

Oracle, AZ

Past

August 25, 2015 - April 30, 2025

BROOKS LARSON WEALTH MANAGEMENT

RIA

CRD#: 277125

Eau Claire, WI

Past

February 3, 2014 - November 23, 2016

WEALTH PLANNING SYSTEMS, LLC

RIA

CRD#: 126390

BLOOMINGTON, MN

Past

December 2, 2009 - December 31, 2012

GRADIENT SECURITIES, LLC

CRD#: 127701

LAKEVILLE, MN

Past

May 27, 2008 - April 22, 2009

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

May 19, 2008 - April 22, 2009

KOVACK SECURITIES INC.

CRD#: 44848

LAKEVILLE, MN

Past

March 25, 2008 - April 11, 2008

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

MINNETONKA, MN

Past

February 26, 2008 - April 11, 2008

NATIONAL PLANNING CORPORATION

CRD#: 29604

MINNETONKA, MN

Past

May 21, 2001 - November 29, 2001

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

January 20, 2000 - May 15, 2001

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

February 12, 1997 - March 3, 2000

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

February 22, 1995 - November 10, 1995

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

February 22, 1995 - November 10, 1995

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

Past

October 6, 1993 - December 1, 1994

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 28, 1991 - September 9, 1993

IAI SECURITIES, INC.

CRD#: 27917

MINNEAPOLIS, MN

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

Arizona
(1/16/2025)

IAR

Minnesota
(12/8/2024)

IAR

Wisconsin
(12/8/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/25/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2008

General Securities Principal Examination

Current Firm

WEALTH PLANNING ADVISORS LLC

BROOKS LARSON WEALTH MANAGEMENT | WEALTH PLANNING ADVISORS LLC | PREECE FINANCIAL PLANNING LLC | PREECE FINANCIAL PLANNING

CRD#: 327765 / SEC#:

Arizona

Registered Investment Advisory firm - (8/21/2024 Approved)

Minnesota

Registered Investment Advisory firm - (7/15/2024 Approved)

Texas

Registered Investment Advisory firm - (1/24/2025 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (8/30/2023 Approved)

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Contact information

Main Address

Stoughton, WI

Mailing Address

Phone number

(715) 903-6125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 10,481,635

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

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Brooks B. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooks Brevick Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKS LARSON WEALTH MANAGEMENT

WEALTH PLANNING SYSTEMS, LLC

GRADIENT SECURITIES, LLC

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

VOYA FINANCIAL ADVISORS, INC.

LONDON PACIFIC SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

CHARLES SCHWAB & CO., INC.

IAI SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2008

Series 63

Date: 2/27/2008

Series 7

Date: 2/25/2008

Series 24

Date: 3/5/2008

Current Firm

WEALTH PLANNING ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH PLANNING ADVISORS LLC

TRUST BUT VERIFY

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