Larsen Financial Services

Overview

Larsen Financial Services is a small, independently owned advisory practice organized as a sole proprietorship and operated by an individual owner. The firm serves primarily individual and family clients and offers both ongoing portfolio management and financial planning for individuals and small businesses. Its fee schedule combines percentage-of-assets fees with hourly billing for certain services. The adviser does not identify as an active ESG investor, does not act as a capital allocator to other managers, and is not registered as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives