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CL

Charlie Larson

BRADLEY WEALTH LLC
Scottsdale, AZ 85254
Some features on this profile are disabled
CRD#: 7366157
CL

Professional summary

Charlie Larson, who also goes by Charles Louis Larson, Charlie Louis Larson, is a registered financial advisor currently at BRADLEY WEALTH LLC located in Scottsdale, Arizona.

Charlie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Charlie has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Louis Larson | Charlie Louis 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charlie 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®
None

Experience

Current

February 18, 2026 - Present

BRADLEY WEALTH LLC

Office #1: 16430 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254
RIA
CRD#: 131808
Scottsdale, AZ
Past

October 10, 2023 - October 16, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Tempe, AZ
Past

March 10, 2022 - October 16, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Tempe, AZ
Past

October 13, 2021 - December 14, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Phoenix, AZ
Past

June 15, 2021 - December 14, 2021

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Phoenix, AZ

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".
BW
BRADLEY WEALTH LLC
BRADLEY WEALTH LLC | WEALTH ENHANCEMENT & PRESERVATION, LLC | BRADLEY WEALTH MANAGEMENT, LLC

CRD#: 131808 / SEC#: 801-121942

RIA
Registered Investment Advisory firm - (7/30/2021 Approved)
Arizona
Registered Investment Advisory firm - (8/9/2021 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Utah
Registered Investment Advisory firm - (8/10/2021 Terminated)

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
Arizona
(2/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/14/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2021
Securities Industry Essentials Examination

Current Firm

BW
BRADLEY WEALTH LLC
BRADLEY WEALTH LLC | WEALTH ENHANCEMENT & PRESERVATION, LLC | BRADLEY WEALTH MANAGEMENT, LLC

CRD#: 131808 / SEC#: 801-121942

RIA
Registered Investment Advisory firm - (7/30/2021 Approved)
Arizona
Registered Investment Advisory firm - (8/9/2021 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Utah
Registered Investment Advisory firm - (8/10/2021 Terminated)
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Contact information

Main Address
16430 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254
Mailing Address
Phone number
(619) 512-4100
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRADLEY WEALTH BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,175
AUM (Assets Under Management)$ 282,586,441

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

BRADLEY WEALTH LLC

CRD#: 131808Scottsdale, AZ 85254

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