Colorado Springs, CO

Photo & Video Biography

Contact Information

Name: Bruce A. Larsen CFP
Title: Certified Financial Planner, LPL Financial Branch Manager
Firm Name: Larsen Wealth Management
Address: 90 South Cascade Avenue #1220
Wells Fargo Bank Tower
Colorado Springs, CO 80903
Primary Phone: (719) 578-1553
Business Fax: (719) 578-1653
Email: bruce.larsen@lpl.com

Services Offered

Professional Credentials Listing

Degree(s) / Years of College: University of Colorado BS Business
College of Financial Planning
Years of financial services experience: 28
Certifications and designations: CFP® - Financial Planning

Licensing and Compliance

Registered Investment Advisor: Yes
Active securities licenses: 24 - Commission
6 - Commission
63 - State Laws
65 - Fiduciary
7 - Commission
CRD or IARD number: 1025113
Broker/Dealer: LPL Financial
Active insurance licenses: Annuity
Life
Long-Term Care
Insurance license number: RPI00043357
Disclosure statement(s): Securities offerred through LPL Financial, Member FINRA/SIPC

Minimums and Compensation Arrangement

Minimum fee for engagement: None
Minimum net worth requirement for planning services: $250,000 to $499,999
Minimum asset requirement: $250,000.00
Method(s) of compensation
Planning Services: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Investment Service: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: Charitable
College
Estate
Financial
Retirement
Tax
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Performance reporting
Strategy development
Tax efficient strategies
Written investment policy
Provides planning as a separate service: Yes
Provides the following limited engagement project services: Financial tune-ups
Pre-Retirement Check Ups