RL
Ryan R. Larsen
REFINED WEALTH MANAGEMENT
Salt Lake City, UT 84102
Some features on this profile are disabled
CRD#: 4249845
RL
Professional summary
Ryan Robert Larsen, CFP® is a registered financial advisor currently at REFINED WEALTH MANAGEMENT located in Salt Lake City, Utah.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 4 firms and has passed the Series 66 and Series 7 exams.
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) REAL ESTATE OWNERSHIP; COMMERCIAL; UT. 84102 /SINGLE FAMILY; UT. 84095. APPROXIMATELY 1% OF HIS TIME. He created a limited liability company, Refined Wealth Properties LLC, to include these rentals. (2) Refined Wealth Management is partnered with Newport Group in offering full 401(k) services to clients. Newport Group is the custodian for 401(k) services. RWM utilizes Newport Group to manage assets. Newport Group is responsible for all client billing. The management of this service accounts for approximately 2% of Ryan Larsen's time. (3) INSURANCE: ACCIDENT AND HEALTH, LIFE, AND VARIABLE CONTRACTS. THE SALE OF THESE PRODUCTS ACCOUNTS FOR APPROXIMATELY 1% OF HIS TIME. (4) RWI Agency LLC; insurance agency; Investment related: Yes; Location: 515 S 1000 E SLC UT 84102 United States; Description: In the business of selling term life/ fixed indexed annuity product as well as P&C insurance.; Position Title: Owner; Responsibilities Duties: Oversight of the business responsibilities. Review insurance needs of RWM clients to make sure there adequately covered.; Start date with business: 2023-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Robert 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®
CFP®
Start date: 2013
Experience
Current
July 28, 2021 - Present
REFINED WEALTH MANAGEMENT
Office #1: 515 South 1000 East Suite L2, Salt Lake City, UT 84102RIA
CRD#: 169563
Salt Lake City, UT
Past
January 17, 2014 - March 15, 2021
REFINED WEALTH MANAGEMENT
RIA
CRD#: 169563
SALT LAKE CITY, UT
Past
January 8, 2014 - February 28, 2014
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
SALT LAKE CITY, UT
Past
October 27, 2000 - January 16, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SALT LAKE CITY, UT
Past
September 14, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 14, 2000 - January 16, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SALT LAKE CITY, UT
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".
RW
REFINED WEALTH MANAGEMENT
REFINED WEALTH MANAGEMENT
CRD#: 169563 / SEC#: 801-120529
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)Nevada
Registered Investment Advisory firm - (12/17/2015 Terminated)Utah
Registered Investment Advisory firm - (3/15/2021 Terminated)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
Utah(7/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RW
REFINED WEALTH MANAGEMENT
REFINED WEALTH MANAGEMENT
CRD#: 169563 / SEC#: 801-120529
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)Nevada
Registered Investment Advisory firm - (12/17/2015 Terminated)Utah
Registered Investment Advisory firm - (3/15/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
515 South 1000 East Suite L2, Salt Lake City, UT 84102
Mailing Address
Phone number
(385) 351-0200
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,125 |
| AUM (Assets Under Management) | $ 188,743,323 |
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
REFINED WEALTH MANAGEMENT
CRD#: 169563Salt Lake City, UT 84102TRUST BUT VERIFY
Monitor Ryan Larsen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
