SL
Steven T. Larsen
COLUMBIA ADVISORY PARTNERS
SPOKANE, WA 99208
Some features on this profile are disabled
CRD#: 4638715
SL
Professional summary
Steven T Larsen, CFP®, who also goes by Steven Thomas Larsen, Steve Larsen, Steven Larsen, is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Steven has worked at 10 firms and has passed the Series 63, Series 66, Series 6TO, Series 7TO, SIE, Series 6, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Thomas Larsen | Steve Larsen | Steven 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) Name of Business: AET Investment Services, LLC; Investment Related: Yes; Address: 6501 N Cedar Rd, Spokane, WA 99208; Nature of Business: Broker/Dealer; Position/Role: Principal and CEO responsible for operations and sales of financial products; Title: CEO; Start Date: 8/01/2023; Hours / Month: 80; Hours / Month During Trading Hours 40; 2) Name of Position: Steward Alts, LLC; Investment Related: Yes; Address 6501 N Cedar Rd, Spokane, WA 99208; Nature of Business: Manager of Regulation D Private Funds, Position/Role: Partner/Manager; Steve actively manages real estate and private credit deals; Start Date: 6/14/2023; Hours / Month: 12; Hours / Month During Trading Hours 12; 3) Name of Business: Columbia Advisory Partners, LLC; Investment Related: Yes; Address: 6501 N Cedar Rd, Spokane, WA 99208; Nature of Business: Registered Investment Adviser providing financial planning and investment management services; Position/Role: Steve is President and a licensed Investment Adviser Representative. Start Date: 11/2024; Hours / Month: 80; Hours / Month During Trading Hours: 60
CRS (Client Relationship Summary) - RIA
Click below to view Steven T 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: 2011
Experience
Current
November 27, 2024 - Present
COLUMBIA ADVISORY PARTNERS, LLC
Office #1: 6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208RIA
CRD#: 171616
SPOKANE, WA
Current
October 3, 2025 - Present
Office #1: 6501 North Cedar Street Building 4, Suite C, Spokane, WA 99208
SPOKANE, WA
Past
July 29, 2024 - May 28, 2025
AET INVESTMENT SERVICES, LLC
BD
CRD#: 40878
Spokane, WA
Past
June 17, 2014 - May 13, 2022
COLUMBIA ADVISORY PARTNERS, LLC
RIA
CRD#: 171616
SPOKANE, WA
Past
June 24, 2013 - May 2, 2016
CJB FINANCIAL GROUP LLC
RIA
CRD#: 166355
SPOKANE, WA
Past
January 20, 2012 - July 22, 2013
TEN CAPITAL WEALTH ADVISORS, LLC
RIA
CRD#: 159802
SPOKANE, WA
Past
October 12, 2010 - July 25, 2011
CORE INVESTMENT STRATEGIES, LLC
RIA
CRD#: 154776
SPOKANE, WA
Past
October 21, 2008 - January 23, 2012
FSIC
RIA
CRD#: 37813
SPOKANE, WA
Past
October 8, 2008 - January 23, 2012
FSIC
BD
CRD#: 37813
SPOKANE, WA
Past
May 10, 2005 - December 31, 2008
LARSEN FINANCIAL CORP
RIA
CRD#: 134886
SPOKANE, WA
Past
September 14, 2004 - May 13, 2005
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
SPOKANE, WA
Past
February 17, 2004 - May 13, 2005
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
August 29, 2003 - February 17, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
April 30, 2003 - June 24, 2003
EDWARD JONES
BD
CRD#: 250
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".
CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
CRD#: 171616 / SEC#: 801-116703
RIA
Registered Investment Advisory firm - (5/30/2019 Approved)Arizona
Registered Investment Advisory firm - (5/31/2019 Terminated)California
Registered Investment Advisory firm - (6/30/2019 Terminated)Florida
Registered Investment Advisory firm - (1/8/2018 Terminated)Idaho
Registered Investment Advisory firm - (5/31/2019 Terminated)Indiana
Registered Investment Advisory firm - (1/8/2018 Terminated)Missouri
Registered Investment Advisory firm - (12/11/2018 Terminated)Ohio
Registered Investment Advisory firm - (1/8/2018 Terminated)Oklahoma
Registered Investment Advisory firm - (12/4/2018 Terminated)Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)Utah
Registered Investment Advisory firm - (12/11/2018 Terminated)Washington
Registered Investment Advisory firm - (6/7/2019 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
Oregon(11/3/2025)
IAR
Washington(11/27/2024)
RR
Washington(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/3/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 7/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
CRD#: 171616 / SEC#: 801-116703
RIA
Registered Investment Advisory firm - (5/30/2019 Approved)Arizona
Registered Investment Advisory firm - (5/31/2019 Terminated)California
Registered Investment Advisory firm - (6/30/2019 Terminated)Florida
Registered Investment Advisory firm - (1/8/2018 Terminated)Idaho
Registered Investment Advisory firm - (5/31/2019 Terminated)Indiana
Registered Investment Advisory firm - (1/8/2018 Terminated)Missouri
Registered Investment Advisory firm - (12/11/2018 Terminated)Ohio
Registered Investment Advisory firm - (1/8/2018 Terminated)Oklahoma
Registered Investment Advisory firm - (12/4/2018 Terminated)Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)Utah
Registered Investment Advisory firm - (12/11/2018 Terminated)Washington
Registered Investment Advisory firm - (6/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208
Mailing Address
Phone number
(509) 822-3850
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 262,790,000 |
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.
