ZL
Zachary A. Larson
THRIVENT ADVISOR NETWORK
Naperville, IL 60563
Some features on this profile are disabled
CRD#: 3235430
ZL
Professional summary
Zachary Anders Larson, CFP®, ChFC®, who also goes by Zac Larson, Zachary Anders Larson, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Naperville, Illinois and THRIVENT INVESTMENT MANAGEMENT INC. located in Naperville, Illinois.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Zachary 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
Zac Larson | Zachary Anders 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.
RETIRE INTENTIONALLY POSITION: Author, Speaker NATURE: a. I'm currently writing a book, Retire Intentionally, and plan on publishing/printing in August. I plan on doing speaking engagements as part of the book's release and will create a website to sell the book and promote my speaking. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 08/12/2024 ADDRESS: 1460 Bond St, Suite 120, Naperville IL 60540, United States DESCRIPTION: I'm currently writing a book, Retire Intentionally, and plan on publishing/printing in August. I plan on doing speaking engagements as part of the book's release and will create a website to sell the book and promote my speaking. FIXED INSURANCE POSITION: Agent NATURE: Selling/Servicing Fixed Insurance Contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2020 ADDRESS: 1460 Bond St., Suite 120, Naperville IL 60563, United States DESCRIPTION: Selling/servicing fixed insurance contracts SAMARACARE COUNSELING POSITION: Board Member NATURE: Non-profit that provides counseling and mental health services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 1819 Bay Scott Circle, Naperville IL 60540, United States DESCRIPTION: General Board Member Duties. I don't have control of any funds or access to funds/investments, but as a fiduciary for the organization we review and recommend budgets and advise on strategic decisions for how funds are used. GROW WELLNESS FOUNDATION POSITION: Board Member NATURE: Mental Health Services for underprivileged INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2023 ADDRESS: 200 E 5th Ave, Ste 108, Naperville IL 60563, United States DESCRIPTION: Board meetings where fundraising events and opportunities as well as allocation of funds are discussed. I do not have access to funds but help prepare reports that reflect the organizations finances. This is purely a reporting and strategy role and we have an accounting firm that does all the actual financial reporting, accounting and tax work. SNL PROPERTY HOLDINGS, LLC POSITION: Owner/Manager NATURE: Owns and leases commercial real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 1460 Bond St., Suite 120, Naperville IL 60563, United States DESCRIPTION: Review Financial statements, lease agreements, and facilitate bill payments for the properties
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Anders 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®
CFP®
Start date: 2004
Experience
Current
September 29, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 1460 Bond St, Suite 120, Naperville, IL 60563RIA
CRD#: 304569
Naperville, IL
Current
August 14, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 1460 Bond St, Naperville, IL 60563RIA
BD
CRD#: 18387
Naperville, IL
Past
September 24, 2020 - August 5, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Naperville, IL
Past
November 12, 2003 - September 24, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Naperville, IL
Past
July 1, 2002 - September 24, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Naperville, IL
Past
July 25, 2001 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
Past
September 5, 2000 - December 31, 2000
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
June 10, 1999 - April 10, 2000
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
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".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 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(11/1/2024)
RR
California(10/16/2024)
RR
Colorado(10/17/2024)
RR
Florida(10/17/2024)
IAR
Illinois(9/29/2020)
RR
Illinois(9/6/2024)
RR
Indiana(10/16/2024)
RR
Iowa(10/17/2024)
RR
Maryland(10/29/2024)
RR
Massachusetts(10/16/2024)
RR
Michigan(10/18/2024)
RR
Minnesota(10/16/2024)
RR
Missouri(10/17/2024)
RR
Nevada(1/27/2025)
RR
North Carolina(10/17/2024)
RR
North Dakota(10/21/2024)
RR
Ohio(10/16/2024)
RR
Pennsylvania(10/17/2024)
RR
South Carolina(10/16/2024)
RR
Tennessee(10/17/2024)
IAR
Texas(8/19/2022)
RR
Texas(10/17/2024)
RR
Virginia(10/17/2024)
RR
Washington(10/16/2024)
RR
Wisconsin(10/22/2024)
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
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
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.
