PL
Paul D. Larson
LARSON FINANCIAL GROUP
SAINT LOUIS, MO 63102
Some features on this profile are disabled
CRD#: 4422245
PL
Professional summary
Paul Douglas Larson, CFP®, CLU® is a registered financial advisor currently at LARSON FINANCIAL GROUP, LLC located in Saint Louis, Missouri and LARSON CAPITAL MANAGEMENT, LLC located in Chesterfield, Missouri.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 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.
LARSON FINANCIAL HOLDINGS, LLC - INV RELATED - 100 N BROADWAY, STE 1700, ST LOUIS, MO 63102 & 14567 N OUTER 40 RD, STE 500, CHESTERFIELD, MO 63017 - HOLDING COMPANY FOR A NETWORK OF AFFILIATE COMPANIES (LARSON FINANCIAL GROUP, LLC, LARSON FINANCIAL SECURITIES, LLC, LARSON CAPITAL MANAGEMENT, LLC, STUDENT LOAN PROFESSOR, LLC f/k/a DOCTORS WITHOUT QUARTERS, LLC, LARSON COMMERCIAL REAL ESTATE, LLC f/k/a MEDREALTY, LLC, LARSON LENDING, LLC, LARSON TAX PARTNERS, LLC, LARSON INTRUA FINANCIAL HOLDINGS, LLC, INTRUA FINANCIAL, LLC, INTRUA ADVISORY GROUP LLC, LARSON PARTNER, LLC, LARSON WEALTH PARTNERS, LLC, DOCTORS ONLY, LLC) - 10 HRS/MTH - 10 TRADING HRS - CEO/PARTNER; PAUL D. LARSON, CFP, LLC-03/20/2009 - INV RELATED - 100 N BROADWAY, STE 1700, ST LOUIS, MO 63102 & 14567 N OUTER 40 RD, STE 500, CHESTERFIELD, MO 63017- OWNER/FINANCIAL ADVISOR - SERVICES OFFERED THROUGH LARSON FINANCIAL GROUP, LLC - ACTIVITY 160 HRS/MTH - TRADING 160 HR/MTH: REAL ESTATE ACTIVITIES-INV RELATED-14567 N.OUTER 40,STE STE 500,CHESTERFIELD,NO 63017-EACH ACTIVITY IS 1 HR/MTH AND 0 TRADING HR;COMPANIES:OWNS & LEASES COMMERCIAL PROP:CHESTNUT PROP,LLC SINCE 05/18/11 SOLE OWNER,ELISHA PROP LLC SINCE 11/01/12 PARTNER,JONAN PROP,LLC SINCE 02/02/12 PARTNER, LAGOS PROP,LLC SINCE 10/09/13 PARTNER,MARIAH PROP,LLC SINCE 10/02/13 SOLE OWNER, ARCIS PROP,LLC SINCE 9/20/13 PARTNER OWNS PROPS:JEHOVAH JIREH PROP,LLC SINCE 01/08/10 PARTNER, BRANSON LAKE PROP,LLC SINCE 06/11/14, REWARDS ESTATE II,LLC-12/20/22, COLLINS RANCH,LLC dba ANTLERS RESORT-8/17/22, BEACH FLOWER,LLC-8/17/22, WOODBEE,LLC-7/9/24 - PARTNER; LARSON VENTURE FUND,LLC-2/12/19-14567 N OUTER 40,STE 500,CHESTERFIELD,MO 63017,VENTURE CAPITAL INV,REG D INV-MANAGING MEMBER-OVERSEAS INV-1 HR/MTH-1 TRADING HR/MTH; LARSON PARTNER OPPORTUNITY ZONE FUND,LLC-12/23/19-14567 N OUTER 40, STE 500,CHESTERFIELD,MO 63017-MANAGING MBR-OVERSEES OPP ZONE INV-1 HR/MTH-1 TRADING HR/MTH; LARSON FINANCIAL FOUNDATION-NON-INV RELATED-14567 N.OUTER 40,STE STE 500,CHESTERFIELD,MO 63017-11/01/2011-BOARD MEMBER-1 HR/MTH-0 TRADING HR-BOARD MEMBER OF NON-PROFIT ORG ACTIVITIES; LARSON FINANCIAL LEASING,LLC-INV RELATED-14567 N.OUTER 40,STE STE 500,CHESTERFIELD,MO 63017-CONSUMER AUTOMOBILE LEASING COMPANY-OWNER-08/03/2012-1 HR/MTH-0 TRADING HR-OWNER ACTIVITIES; RUEL FOUNDATION-10/2019- 3845 COFFEY LANE, SANTA ROSA, CA 95403- BOARD MEMBER OF NON-PROFIT ORGANIZATION- 1 HR/MO-0 TRADING HRS/MO
CRS (Client Relationship Summary) - RIA
Click below to view Paul Douglas 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
July 19, 2007 - Present
LARSON FINANCIAL GROUP, LLC
Office #1: 100 N Broadway Suite 1700, Saint Louis, MO 63102RIA
CRD#: 140599
SAINT LOUIS, MO
Current
July 8, 2019 - Present
LARSON CAPITAL MANAGEMENT, LLC
Office #1: 14567 North Outer 40 Suite 500, Chesterfield, MO 63017RIA
CRD#: 301971
Chesterfield, MO
Current
July 21, 2010 - Present
LARSON FINANCIAL SECURITIES, LLC
Office #1: 100 N. Broadway Suite 1700, St. Louis, MO 63102BD
CRD#: 152517
ST. LOUIS, MO
Past
July 21, 2020 - March 28, 2022
LARSON WEALTH PARTNERS
RIA
CRD#: 309688
CHESTERFIELD, MO
Past
June 21, 2006 - July 29, 2010
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ST. LOUIS, MO
Past
May 24, 2006 - July 29, 2010
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ST. LOUIS, MO
Past
January 27, 2006 - June 1, 2006
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ST. LOUIS, MO
Past
January 28, 2004 - June 5, 2006
MARATHON ADVISORS, INC
RIA
CRD#: 113696
MINNEAPOLIS, MN
Past
August 9, 2001 - June 1, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. LOUIS, MO
Past
August 9, 2001 - June 1, 2006
CRI SECURITIES, LLC
BD
CRD#: 22589
ST LOUIS, MO
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".
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 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.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
Alabama(9/17/2010)
IAR
Alabama(6/8/2018)
RR
Alaska(10/22/2013)
RR
Arizona(9/8/2010)
RR
Arkansas(9/21/2010)
RR
California(7/26/2010)
RR
Colorado(8/17/2010)
RR
Connecticut(8/18/2010)
RR
Delaware(2/20/2018)
RR
Florida(8/5/2010)
RR
Georgia(7/23/2010)
RR
Hawaii(9/25/2014)
RR
Idaho(10/10/2013)
RR
Illinois(7/26/2010)
RR
Indiana(8/4/2010)
RR
Iowa(7/30/2010)
RR
Kansas(8/6/2010)
RR
Kentucky(7/30/2010)
RR
Louisiana(10/14/2013)
RR
Maine(5/9/2014)
RR
Maryland(8/3/2010)
RR
Massachusetts(8/9/2010)
RR
Michigan(8/25/2010)
RR
Minnesota(7/30/2010)
IAR
Missouri(7/19/2007)
RR
Missouri(7/22/2010)
RR
Montana(7/30/2010)
RR
Nebraska(8/23/2010)
RR
Nevada(8/4/2010)
RR
New Hampshire(10/15/2013)
RR
New Jersey(8/24/2010)
RR
New Mexico(10/7/2013)
RR
New York(7/26/2010)
RR
North Carolina(8/2/2010)
RR
North Dakota(9/19/2011)
RR
Ohio(8/10/2010)
RR
Oklahoma(8/6/2010)
RR
Oregon(8/2/2010)
RR
Pennsylvania(8/3/2010)
RR
Rhode Island(9/18/2014)
RR
South Carolina(7/30/2010)
RR
South Dakota(10/11/2013)
RR
Tennessee(10/8/2010)
IAR
Texas(1/4/2010)
RR
Texas(8/7/2010)
RR
Utah(8/2/2010)
RR
Vermont(9/5/2014)
RR
Virginia(8/3/2010)
RR
Washington(7/22/2010)
RR
West Virginia(10/21/2013)
RR
Wisconsin(8/2/2010)
RR
Wyoming(2/1/2011)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Mailing Address
Phone number
(866) 569-2450
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,504 |
| AUM (Assets Under Management) | $ 4,032,736,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 12/13/2023 | ||
| 01/03/2023 |
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.
