KL
Keenan N. Larson
EMPOWER ADVISORY GROUP
Tucson, AZ
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CRD#: 7799947
KL
Professional summary
Keenan Neville Larson is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Tucson, Arizona and EMPOWER FINANCIAL SERVICES, INC. located in Corona, California.
Keenan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Keenan has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
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.
(1) Name of the other business: Zion City Whether the business is investment-related: No Address of the other business: 2 E Congress, Second Floor, TUCSON, AZ 85701 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Groups Coordinator The start date of your relationship: Feb 11, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I am the head of the Groups Coordination of the Zion City Downtown campus in Tucson, AZ. The Department of Groups is involved with the small gatherings of the church community outside of normal church service hours to discuss the sermon, biblical teachings, and whatever is going on in their lives. Group Leaders are in charge of scheduling group meetings and facilitating discussions. Group's Coaches keep tabs on and support Group Leaders. The campus Group's Coordinator (my position) aligns, supports, and keeps tabs on the Group Coaches. (2) Name of the other business: The Answer: A Biblical Counseling Center Whether the business is investment-related: No Address of the other business: 2101 E Grant Rd, Tucson, AZ Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Jan 01, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I assist the organization by discussing the non-proft's business trends and what ideas to consider regarding cash flow. I help them set up monthly, quarterly, and yearly cash flow readings so that the owner may more clearly see the profits and deficits they may incur.
CRS (Client Relationship Summary) - RIA
Click below to view Keenan Neville 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®
NoneExperience
Current
May 2, 2025 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Tucson, AZ
Current
May 1, 2025 - Present
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
Corona, CA
Past
February 2, 2024 - April 28, 2025
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Tucson, AZ
Past
October 23, 2023 - April 28, 2025
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
TUCSON, 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".
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
Registered Investment Advisory firm - (11/22/2000 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(5/2/2025)
RR
Arizona(5/5/2025)
RR
Nevada(5/1/2025)
RR
New Mexico(5/1/2025)
RR
Utah(5/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/21/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
Registered Investment Advisory firm - (11/22/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Mailing Address
Phone number
(866) 575-4977
Established
Firm type
Fiscal year end
# of Employees
822
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
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.
