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RIA / WealthAdvisorCertified Financial Planner25 years in industry

RYAN ROBERT LARSEN

Advisor at REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1783ce7c-89a3-bae4-95bc-cf43cd5a2da3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 27, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ryan Robert Larsen

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REFINED WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 24, 2000
First registration: Oct 27, 2000
Dual registered: no
IAPD individual key: 4249845

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REFINED WEALTH MANAGEMENT	Independent wealth	Jul 28, 2021	n/a	yes	SALT LAKE CITY, UT	Current employment
REFINED WEALTH MANAGEMENT	Independent wealth	Jan 17, 2014	Mar 15, 2021	no	SALT LAKE CITY, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 27, 2000	Jan 16, 2014	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|Salt Lake City, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	REFINED WEALTH MANAGEMENT	Jan 16, 2014	Jan 17, 2014	1	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ REFINED WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 17, 2014 to Mar 15, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 27, 2000 to Jan 16, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1783ce7c-89a3-bae4-95bc-cf43cd5a2da3
First observed: Oct 27, 2000
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN ROBERT LARSEN

Advisor at REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1783ce7c-89a3-bae4-95bc-cf43cd5a2da3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

REFINED WEALTH MANAGEMENT

Independent wealth

Jul 28, 2021

n/a

yes

SALT LAKE CITY, UT

Current employment

REFINED WEALTH MANAGEMENT

Independent wealth

Jan 17, 2014

Mar 15, 2021

SALT LAKE CITY, UT

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Oct 27, 2000

Jan 16, 2014

SALT LAKE CITY, UT|SALT LAKE CITY, UT|Salt Lake City, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

REFINED WEALTH MANAGEMENT

Jan 16, 2014

Jan 17, 2014

Firm change

Ibd to RIA