BL
Bruce A. Larsen
COLORADO WEALTH GROUP LLC
DENVER, CO 80210
Some features on this profile are disabled
CRD#: 3172376
BL
Professional summary
Bruce Allen Larsen, who also goes by Bruce A Larsen, is a registered financial advisor currently at COLORADO WEALTH GROUP LLC located in Denver, Colorado and SAVVY located in Peyton, Colorado.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bruce has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bruce A Larsen
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. Mosaic Advisory Services. Investment-related. April 04, 2018. Time Spent: 1%. A personal private entity established to facilitate securities, advisory, and insurance business. 2. First Meeting, LLC. Not investment-related. Entity used for processing of bookkeeping and payroll for investment advisory services. Managing Member and Tax Planning Software Provider. August 01, 2020. 8 hours/month. I use an LLC to receive my compensation from Colorado Wealth Group. 3. Author of self-publish book titled " A concise guide to tax in retirement." Receives compensation from book sales via Amazon. Not Investment Related. Time Spent: 20 hrs/mo. 4. Tax Acuity LLC & Fiduciary Accounting LLC. Not investment-related. Tax services. Managing Partner. 12 hours/month during tax prep season from February 1st through April 15th. Receives compensation based on tax services provided to clients. 5. BL Roping LLC. Not investment-related. Peyton, Colorado. Horse training. Managing Member. 05/15/2022. 60 hours/month. 0 hours/month devoted during security trading hours. Training horses, selling horses, giving roping lessons.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Allen Larsen'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®
NoneExperience
Current
January 29, 2021 - Present
COLORADO WEALTH GROUP LLC
Office #1: 1345 S. Broadway, Denver, CO 80210RIA
CRD#: 310024
DENVER, CO
Current
November 7, 2025 - Present
SAVVY
RIA
CRD#: 318493
Peyton, CO
Past
August 31, 2020 - December 31, 2020
COLORADO WEALTH GROUP LLC
RIA
CRD#: 310024
DENVER, CO
Past
August 14, 2020 - August 14, 2020
COLORADO WEALTH GROUP LLC
RIA
CRD#: 310024
DENVER, CO
Past
March 22, 2010 - September 13, 2020
FORTA FINANCIAL GROUP, INC.
RIA
CRD#: 28784
COLORADO SPRINGS, CO
Past
March 22, 2010 - September 13, 2020
FORTA FINANCIAL GROUP, INC.
BD
CRD#: 28784
COLORADO SPRINGS, CO
Past
July 27, 2009 - April 8, 2010
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
LAKEWOOD, CO
Past
July 27, 2009 - April 8, 2010
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LAKEWOOD, CO
Past
February 27, 2009 - July 24, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
DENVER, CO
Past
February 27, 2009 - July 24, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
DENVER, CO
Past
April 6, 1999 - March 3, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ENGLEWOOD, CO
Past
February 10, 1999 - March 3, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ENGLEWOOD, CO
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Colorado(1/29/2021)
IAR
Texas(2/2/2021)
IAR
Texas(11/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
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.
