JOSIAH B. LARSON
PALISADE ASSET MANAGEMENT | Vice President, Financial Advisor
MINNEAPOLIS, MN 55402
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CRD#: 6290672
Professional summary
JOSIAH BENJAMIN LARSON is a registered financial advisor currently at PALISADE ASSET MANAGEMENT, LLC located in Minneapolis, Minnesota.
JOSIAH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. JOSIAH has worked at 4 firms and has passed the Series 65 exam.
Biography
Josiah joined CAPTRUST in 2023 from QA Wealth Management, and he serves as a vice president and financial advisor. Josiah serves a diverse array of QA clients, including Big Four professionals, small-business owners, and corporate executives. He seeks to build sound financial plans that bring clarity and direction to his clients so they can make wise decisions. Beyond financial plans and investments, Josiah loves building relationships and strives to get to know clients on a deeper level.
Josiah holds a Bachelor of Arts in history from the University of Minnesota Twin Cities and enjoys giving back by serving on the board of his high school alma mater, Hillcrest Lutheran Academy in Fergus Falls, Minnesota. Outside of work, he enjoys being active and spending time with his four sons and his wife, Lauren; playing sports; appreciating nature; and doing yardwork.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view JOSIAH BENJAMIN LARSON'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®
NoneEducation
University of Minnesota Twin Cities
BA - History
Experience
Current
September 4, 2025 - Present
PALISADE ASSET MANAGEMENT, LLC
Office #1: 100 South Fifth Street Suite 420, Minneapolis, MN 55402RIA
CRD#: 136089
MINNEAPOLIS, MN
Past
April 21, 2023 - July 31, 2024
CAPTRUST
RIA
CRD#: 175112
Minnetonka, MN
Past
October 28, 2019 - June 12, 2023
QUANTITATIVE ADVANTAGE, LLC
RIA
CRD#: 110575
MINNETONKA, MN
Past
January 23, 2014 - December 1, 2014
ALL STAR FINANCIAL INC
RIA
CRD#: 110718
MINNEAPOLIS, MN
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".
PA
PALISADE ASSET MANAGEMENT, LLC
PALISADE ASSET MANAGEMENT, LLC
CRD#: 136089 / SEC#: 801-64471
RIA
Registered Investment Advisory firm - (7/11/2005 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
Minnesota(9/4/2025)
Current Firm
PA
PALISADE ASSET MANAGEMENT, LLC
PALISADE ASSET MANAGEMENT, LLC
CRD#: 136089 / SEC#: 801-64471
RIA
Registered Investment Advisory firm - (7/11/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 South Fifth Street Suite 420, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 455-2900
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 773 |
| AUM (Assets Under Management) | $ 1,268,840,631 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/26/2024 | ||
| 09/27/2023 |
Red Flags
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Company Information
PALISADE ASSET MANAGEMENT, LLC
Vice President, Financial AdvisorCRD#: 136089Minneapolis, MN 55402TRUST BUT VERIFY
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Contact information
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