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RL

Randall S. Larson

25 FINANCIAL
Saint Louis, MO 63122
Some features on this profile are disabled
CRD#: 5862743
RL

Professional summary


Randall Scott Larson, CFP®, who also goes by Randy Larson, is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Randall has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Randy Larson

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.
Randall Larson is an agent for RANDALL LARSON LLC - INSURANCE SERVICE AND SALES; COMMISSIONS. The address of Randall Larson, LLC is 135 West Adams Avenue Saint Louis, MO 63122. The start date is January 2011. He plans to spend 18 hours per month during normal trading hours and 2 hours per month outside of normal trading hours. This is investment related. Randall Larson is an owner for The LARSON LAW FIRM, LLC - Estate Planning for Doctors. The address of The Larson Law Firm, LLC is 135 West Adams Avenue Saint Louis, MO 63122. The start date is January 2011. He plans to spend 5 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is not investment related. Randall Larson is a co-owner for MARTUREO, INC. - FILM PRODUCTION/EDITING. The address of Matureo, Inc is 19 Lemp Road Kirkwood, MO 63122. The start date is April 2020. He plans to send 2 hours per month during normal trading hours and 3 hours per months outside of normal trading hours. This is not Investment related. Randall Larson is an owner for MARTUREO, INC. - NON-PROFIT OPERATING FOUNDATION. The address of Martureo Inc. is 19 Lemp Road Kirkwood, MO 63122. The start date is March 2022. He plans to spend 0 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is not investment related. Randall Larson is an owner for LARSON RESIDENTIAL REAL ESTATE LLC - REAL ESTATE AGENT; PROPERTY MANAGEMENT. The address of Larson Residential Real Estate, LLC is 135 West Adams Avenue Saint Louis, MO 63122. The start date is July 2019. He plans to spend 5 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related. Randall Larson is an owner for 25 ADVISOR SERVICES - BACK OFFICE SUPPORT BUSINESS FOR ADVISORS. The address of 25 Advisor Services is 135 West Adams Avenue Saint Louis, MO 63122. The start date is August 2017. He plans to spend 20 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related. Randall Larson is an owner for 25 REAL ESTATE, LLC - OWN & MANAGE REAL ESTATE. The address of 25 Real Estate is 135 West Adams Avenue Saint Louis, MO 63122. The start date is March 2022. He plans to spend 5 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is not investment related. Randall Larson is an owner for 25 FLEET, LLC - CAR RENTAL & LEASING COMPANY. The address of 25 Fleet, LLC is 135 West Adams Avenue Saint Louis, MO 63122. The start date is April 2022. He plans to spend 0 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is not investment related. Randall Larson is an owner of The Office Club, LLC - Office rental space company; St. Louis, MO, 3/2024 - Present; This company is operated to rent office space for social events; He plans to spend 0 hours per month during normal trading hours and less than 10 hours per month spent outside of trading hours. Randall Larson is board member of The Office Social Club, LLC DBA Atmos - This is a members only non-profit social organization; St. Louis, MO; 04/2024 - Present; He plans to spend 0 hours per month during normal trading hours and less than 10 hours per month spent outside of trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Randall Scott Larson'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®

Experience


Current

February 15, 2022 - Present

25 FINANCIAL

Office #1: 135 West Adams Avenue, Saint Louis, MO 63122
RIA
CRD#: 317916
Saint Louis, MO
Past

October 30, 2023 - January 31, 2025

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
St. Louis, MO
Past

August 1, 2017 - November 2, 2023

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
St. Louis, MO
Past

August 1, 2017 - November 2, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
St. Louis, MO
Past

March 11, 2011 - August 2, 2017

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
COLUMBIA, MO
Past

January 5, 2011 - August 2, 2017

LARSON FINANCIAL SECURITIES, LLC

BD
CRD#: 152517
SAINT 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".
2F
25 FINANCIAL
25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA
Registered Investment Advisory firm - (2/11/2022 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
Missouri
(2/15/2022)
IAR
Texas
(3/30/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


2F
25 FINANCIAL
25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA
Registered Investment Advisory firm - (2/11/2022 Approved)
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Contact information


Main Address
135 West Adams Avenue, Saint Louis, MO 63122
Mailing Address
Phone number
(314) 530-2858
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (23 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A (4/2/2025)

Regulatory assets under management


Total Number of Accounts2,700
AUM (Assets Under Management)$ 415,000,000

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.

Company Information


25 FINANCIAL

CRD#: 317916Saint Louis, MO 63122

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