Josiah Benjamin Larson
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
8 years in the financial services industry
Current & Past Employments
Education
University of Minnesota Twin Cities
History, BA
History, BA
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Current Firm
PALISADE ASSET MANAGEMENT, LLC
Contact Information
Main Address
100 South Fifth Street Suite 420, Minneapolis, MN 55402Phone Number
(612) 455-2900# of Employees
10SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
839AUM (Assets Under Management)
$1,268,851,206Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2026 | Cover Page | Report |
| 01/28/2026 | Cover Page | Report |
| 12/26/2024 | Cover Page | Report |
| 09/27/2023 | 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
PALISADE ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(9/4/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view JOSIAH BENJAMIN LARSON's CRS (Customer Relationship Summary).
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