Patrick Winfield Larson
Professional Summary
Patrick Winfield Larson is a registered financial advisor currently at ADVANCED CAPITAL GROUP located in Minneapolis, Minnesota. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Patrick has worked at 5 firms and has passed the Series 63, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCED CAPITAL GROUP | FINWELL CONNECT | ALERA GROUP, INC. | ALERA GROUP WEALTH SERVICES | ALERA GROUP RETIREMENT PLAN SERVICES | ADVANCED CAPITAL GROUP, INC.
Contact Information
Main Address
50 South Sixth Street Suite 975, Minneapolis, MN 55402Phone Number
(612) 230-3000# of Employees
22SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
366AUM (Assets Under Management)
$29,988,968,764Similar 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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ADVANCED CAPITAL GROUP | FINWELL CONNECT | ALERA GROUP, INC. | ALERA GROUP WEALTH SERVICES | ALERA GROUP RETIREMENT PLAN SERVICES | ADVANCED CAPITAL GROUP, INC.
State Registrations and Notice Filings
(6/11/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Winfield Larson's CRS (Customer Relationship Summary).
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