Ronald J. Larson
Professional summary
Ronald James Larson JR, who also goes by Ronald James Larson, is a registered financial advisor currently at LARSON WEALTH MANAGEMENT, LLC located in West Bend, Wisconsin.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ronald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald James Larson JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2013 - Present
LARSON WEALTH MANAGEMENT, LLC
Office #1: 1755 West Paradise Drive, West Bend, WI 53095June 24, 2013 - December 31, 2014
PURSHE KAPLAN STERLING INVESTMENTS
September 27, 2004 - June 17, 2013
LPL FINANCIAL LLC
September 27, 2004 - June 17, 2013
LPL FINANCIAL LLC
July 1, 1999 - August 31, 2004
M&I FINANCIAL ADVISORS, INC
August 19, 1997 - June 3, 1999
SLD AMERICA EQUITIES, INC.
January 19, 1994 - September 8, 1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 19, 1994 - September 8, 1995
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/2020)
(7/9/2013)
Exams
Current Firm
LARSON WEALTH MANAGEMENT, LLC
CRD#: 168272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 55,172,134 |
Red Flags
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