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Barbara R. Larson
CETERA INVESTMENT ADVISERS LLC
BROOMFIELD, CO 80020
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CRD#: 3069515
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Professional summary
Barbara Rpse Larson, CFP®, who also goes by Barbara Rose Davenport, Barbara Rose Larson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Broomfield, Colorado and CETERA WEALTH SERVICES, LLC located in Broomfield, Colorado.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Barbara has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barbara Rose Davenport | Barbara Rose Larson
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) Larson Tax and Financial, Inc~'NIR'~6811 W 120th Ave~Broomfield~CO~80020~Tax Preparation/Accounting~Owner/Sole Proprietor~1/13/2010~160hrs~60hrs~Owner. Preparation of tax returns for individuals and small businesses 2) LMT PROPERTIES,LLC POSITION: Managing member NATURE: LLC which owns an office condo located in Broomfield, CO. Office condo is currently rented to third parties. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, DESCRIPTION: None. Property is managed by one of the minority partners. 3) LARSON WEALTH PLANNERS POSITION: Owner NATURE: Provide financial planning and investment services to clients as a registered rep and investment advisor rep of Avantax.Provide tax preparation and tax planning to our tax and investment clients INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 12/01/2022 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, United States DESCRIPTION: Provide financial planning and investment services to clients as a registered rep and investment advisor rep of Avantax.Provide tax preparation and tax planning to our tax and investment clients
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Rpse 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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 740 Burbank Street, Broomfield, CO 80020RIA
CRD#: 105644
BROOMFIELD, CO
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 740 Burbank Street, Broomfield, CO 80020BD
CRD#: 13572
Broomfield, CO
Past
September 23, 2002 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Broomfield, CO
Past
March 7, 2001 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Broomfield, CO
Past
June 26, 2000 - September 15, 2000
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
June 9, 1999 - December 31, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
September 17, 1998 - December 31, 1998
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
Colorado(9/5/2025)
IAR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Kansas(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
Ohio(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Broomfield, CO 80020TRUST BUT VERIFY
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