Joseph M. Larsen

JOSEPH M. LARSEN, C.P.A., P.C.

Provo, UT 84604

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CRD#: 4485046

Professional summary

Joseph Martin Larsen, CFP® is a registered financial advisor currently at JOSEPH M. LARSEN, C.P.A., P.C. located in Provo, Utah.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 2 firms .

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.

Accounting & tax services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Martin 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^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 26, 2016 - Present

JOSEPH M. LARSEN, C.P.A., P.C.

Office #1: 3549 N University Ave Ste 225, Provo, UT 84604

RIA

CRD#: 281445

Provo, UT

Past

July 3, 2000 - December 31, 2006

JOSEPH M. LARSEN CPA PC

RIA

CRD#: 117906

PROVO, UT

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
(1/26/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

JOSEPH M. LARSEN, C.P.A., P.C.

JOSEPH M LARSEN CPA PC | JOSEPH M. LARSEN, C.P.A., P.C.

CRD#: 281445 / SEC#:

Utah

Registered Investment Advisory firm - (1/25/2016 Approved)

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Contact information

Main Address

3549 N University Ave Ste 225, Provo, UT 84604

Mailing Address

Phone number

(801) 373-5300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 1,842,365

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.

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Joseph M. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Martin Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOSEPH M. LARSEN, C.P.A., P.C.

JOSEPH M. LARSEN CPA PC

State Registrations and Notice Filings

Exams

Current Firm

JOSEPH M. LARSEN, C.P.A., P.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOSEPH M. LARSEN, C.P.A., P.C.

TRUST BUT VERIFY

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