Lars D. Larsen

MAGIS PRIVATE WEALTH MANAGEMENT

PEWAUKEE , WI 53072

Some features on this profile are disabled

CRD#: 4697715

Professional summary

Lars David Larsen is a registered financial advisor currently at MAGIS PRIVATE WEALTH MANAGEMENT, LLC located in Pewaukee , Wisconsin.

Lars is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lars has worked at 1 firm and has passed the Series 65 exam.

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.

I am currently a full time employee (40+ hours per week during normal business hours) in a non investment-related role at the EnTech Solutions division (focused on clean energy) of Faith Technologies, Inc. located at 201 Main St, Menasha, WI 54952. I am the vice president - Digital Assets and Chief Technology Officer and lead the data science and analytics team. I started working at Faith Technologies, Inc. in December 2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lars David 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®

None

Experience

Current

November 3, 2003 - Present

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

Office #1: W273 N1190 Spring Hill Court, Pewaukee , WI 53072

RIA

CRD#: 127889

PEWAUKEE , WI

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

Texas
(8/31/2006)

IAR

Wisconsin
(11/3/2003)

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

State Security Law Exam

IAR

Series 65

Date: 2/27/2003

Uniform Investment Adviser Law Examination

Current Firm

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 127889 / SEC#:

Texas

Registered Investment Advisory firm - (8/31/2006 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (9/24/2003 Approved)

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

Pewaukee, WI

Mailing Address

Phone number

(414) 559-0729

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,326,743

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.

Similar Advisors

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lars D. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lars David Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2003

Current Firm

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors