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KL

Kayle E. Larsen

LARSEN WEALTH MANAGEMENT
El Dorado Hills, CA 95762
Some features on this profile are disabled
CRD#: 2877627
KL

Professional summary

Kayle Erik Larsen, CFP® is a registered financial advisor currently at LARSEN WEALTH MANAGEMENT located in El Dorado Hills, California.

Kayle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kayle has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

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.
1) EXECUTIVE STYLE BOAT CLUB, EL DORADO HILLS, CA. CONSULTANT,MY WIFE RUNS A BOAT CLUB , GET VITURALLY UNLIMITED ACCESS TO 1) CLUB BOATS AND OTHER HIGH-END SINCE 8/31/07. 10 HRS/WKLY AND 0 DURING TRADE HRS. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) PBK ENTERPRISES, LLC, 2411 Hidden Acres Dr, El Dorado Hills CA 95762, United States, 03/01/2023, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayle Erik 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

Start date: 2014

Experience

Current

October 5, 2023 - Present

LARSEN WEALTH MANAGEMENT

Office #1: 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762
RIA
CRD#: 146620
El Dorado Hills, CA
Past

August 17, 2007 - October 11, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
El Dorado Hills, CA
Past

August 17, 2007 - October 11, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
EL DORADO HILLS, CA
Past

April 2, 2007 - August 22, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SACRAMENTO, CA
Past

April 2, 2007 - August 22, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SACRAMENTO, CA
Past

August 24, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
EL DORADO HILLS, CA
Past

May 29, 1997 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
EL DORADO HILLS, CA

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".
LW
LARSEN WEALTH MANAGEMENT
LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA
Registered Investment Advisory firm - (12/1/2023 Approved)

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
California
(10/5/2023)
IAR
Texas
(10/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/6/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/13/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/2008
General Securities Principal Examination

Current Firm

LW
LARSEN WEALTH MANAGEMENT
LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA
Registered Investment Advisory firm - (12/1/2023 Approved)
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Contact information

Main Address
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762
Mailing Address
Phone number
(916) 939-6860
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - LWM ADVISORS, INC. DBA LARSEN WEALTH MANAGEMENT (6/6/2025)

Regulatory assets under management

Total Number of Accounts608
AUM (Assets Under Management)$ 148,660,571

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.

Company Information

LARSEN WEALTH MANAGEMENT

CRD#: 146620El Dorado Hills, CA 95762

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