Michael B. Haskins

LARSEN WEALTH MANAGEMENT

El Dorado Hills, CA 95762

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CRD#: 4853916

Professional summary

Michael Brian Haskins, CFP®, who also goes by Michael Haskins, Mike Haskins, is a registered financial advisor currently at LARSEN WEALTH MANAGEMENT located in El Dorado Hills, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Haskins | Mike Haskins

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.LARSEN WEALTH MANAGEMENT, 1107 INVESTMENT BLVD, STE 145, EL DORADO HILLS, CA, 5/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/YR - 0/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 7/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Haskins's CRS (Customer Relationship Summary).

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: 2013

Experience

Current

October 3, 2023 - Present

LARSEN WEALTH MANAGEMENT

Office #1: 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

RIA

CRD#: 146620

El Dorado Hills, CA

Past

August 24, 2007 - October 11, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

El Dorado Hills, CA

Past

August 24, 2007 - October 11, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

EL DORADO HILLS, CA

Past

April 2, 2007 - May 1, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SACRAMENTO, CA

Past

April 2, 2007 - May 1, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

SACRAMENTO, CA

Past

June 21, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SACRAMENTO, CA

Past

June 2, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SACRAMENTO, CA

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".

LARSEN WEALTH MANAGEMENT

LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

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

California
(10/3/2023)

IAR

Texas
(10/3/2023)

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 66

Date: 6/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/27/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/1/2006

General Securities Representative Examination

Current Firm

LARSEN WEALTH MANAGEMENT

LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

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Contact information

Main Address

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

Mailing Address

Phone number

(916) 939-6860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - LWM ADVISORS, INC. DBA LARSEN WEALTH MANAGEMENT (6/6/2025)

Regulatory assets under management

Total Number of Accounts	608
AUM (Assets Under Management)	$ 148,660,571

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael B. Haskins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Haskins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

LARSEN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2006

SIE

Date: 10/1/2018

Series 31

Date: 6/27/2006

Series 7

Date: 6/1/2006

Current Firm

LARSEN WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LARSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

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