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LARSON FINANCIAL GROUP, LLC

CRD 140599 · SEC 801-71543

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100 N BROADWAY, SUITE 1700, SAINT LOUIS, MO, 63102, United States

Phone

866.569.2450

Fax

314.787.7433

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.48B

Discretionary AUM

$4.84B

Team

131 total employees; 68 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals3218$1.01B
High net worth individuals1719$4.43B
Pension/profit sharing plans13$15.5M
Charitable organizations5$26.7M
Corporations/business entities6$950K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD