Alex James Davis

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Contact Information

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Disclosures on record.

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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Years of Experience

15 years registered in the securities industry

Current & Past Employments

Current

LARSON FINANCIAL GROUP, LLCCurrent·CRD# 140599

RIA

10475 Crosspoint Blvd Suite 115, Indianaapolis, IN 46256

April 20, 2022 - Present

LARSON FINANCIAL SECURITIES, LLCCurrent·CRD# 152517

BD

10475 Crosspoint Blvd Suite 115, Indianapolis, IN 46256

May 19, 2022 - Present

Past

MIDWEST WEALTH MANAGEMENT INC.Past·CRD# 298787

RIA

Indianapolis, IN

November 1, 2018 - July 1, 2022

COMMONWEALTH FINANCIAL NETWORKPast·CRD# 8032

RIA

Indianpolis, IN

February 24, 2016 - November 5, 2018

COMMONWEALTH FINANCIAL NETWORKPast·CRD# 8032

BD

Indianpolis, IN

November 2, 2011 - November 5, 2018

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Current Firm

LF

LARSON FINANCIAL GROUP, LLC

CRD#: 140599 / SEC#: 801-71543

RIA

Registered Investment Advisory firm - SEC (6/23/2010 Approved)

Florida

Registered Investment Advisory firm - Florida (6/30/2010 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (6/30/2010 Terminated)

Kansas

Registered Investment Advisory firm - Kansas (6/30/2010 Terminated)

Kentucky

Registered Investment Advisory firm - Kentucky (6/30/2010 Terminated)

Minnesota

Registered Investment Advisory firm - Minnesota (7/1/2010 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (6/30/2010 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (6/30/2010 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (7/30/2010 Terminated)

Texas

Registered Investment Advisory firm - Texas (6/30/2010 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (6/30/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

100 N Broadway Suite 1700, Saint Louis, MO 63102

Phone Number

(866) 569-2450

# of Employees

131

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026.03.13_ LFG FIRM BROCHURE_ ADV2A (3/13/2026)

PART 2A- APPENDIX 1- WRAP FEE PROGRAM BROCHURE (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

25,926

AUM (Assets Under Management)

$5,481,842,388

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/11/2026	Cover Page	Report
04/14/2026	Cover Page	Report
08/08/2024	Cover Page	Report
12/13/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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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

CRD#: 140599 / SEC#: 801-71543

RIA

Registered Investment Advisory firm - SEC (6/23/2010 Approved)

Florida

Registered Investment Advisory firm - Florida (6/30/2010 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (6/30/2010 Terminated)

Kansas

Registered Investment Advisory firm - Kansas (6/30/2010 Terminated)

Kentucky

Registered Investment Advisory firm - Kentucky (6/30/2010 Terminated)

Minnesota

Registered Investment Advisory firm - Minnesota (7/1/2010 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (6/30/2010 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (6/30/2010 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (7/30/2010 Terminated)

Texas

Registered Investment Advisory firm - Texas (6/30/2010 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (6/30/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(11/12/2025)

RR

Alaska
(11/7/2025)

RR

Arizona
(5/25/2022)

RR

Arkansas
(9/25/2025)

RR

California
(3/15/2023)

RR

Colorado
(6/6/2022)

RR

Connecticut
(11/5/2025)

RR

Delaware
(5/20/2025)

RR

District of Columbia
(11/12/2025)

RR

Florida
(5/23/2022)

RR

Georgia
(11/7/2025)

RR

Hawaii
(11/14/2025)

RR

Idaho
(5/23/2022)

RR

Illinois
(10/16/2023)

IAR

Indiana
(4/20/2022)

RR

Indiana
(6/6/2022)

RR

Iowa
(5/2/2025)

RR

Kansas
(11/12/2025)

RR

Kentucky
(5/6/2025)

RR

Louisiana
(11/12/2025)

RR

Maine
(11/12/2025)

RR

Maryland
(11/13/2025)

RR

Massachusetts
(10/4/2024)

RR

Michigan
(6/7/2022)

RR

Minnesota
(6/11/2025)

RR

Mississippi
(11/17/2025)

RR

Missouri
(5/24/2022)

RR

Montana
(9/3/2025)

RR

Nebraska
(4/25/2023)

RR

Nevada
(11/12/2025)

RR

New Hampshire
(11/13/2025)

RR

New Jersey
(3/22/2023)

RR

New Mexico
(11/12/2025)

RR

New York
(8/2/2025)

RR

North Carolina
(3/15/2023)

RR

North Dakota
(8/6/2025)

RR

Ohio
(3/15/2023)

RR

Oklahoma
(11/12/2025)

RR

Oregon
(11/18/2024)

RR

Pennsylvania
(10/8/2025)

RR

Rhode Island
(11/12/2025)

RR

South Carolina
(6/7/2022)

RR

South Dakota
(11/12/2025)

RR

Tennessee
(3/16/2023)

IAR

Texas
(8/29/2022)

RR

Texas
(4/10/2024)

RR

Utah
(11/12/2025)

RR

Vermont
(11/12/2025)

RR

Virginia
(3/15/2023)

RR

Washington
(5/24/2022)

RR

West Virginia
(11/14/2025)

RR

Wisconsin
(8/20/2025)

RR

Wyoming
(11/12/2025)

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.Note:This rule does not apply to broker-dealer activity.