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RIA / WealthAdvisorChartered Financial Consultant35 years in industry

BROOKS BREVICK LARSON

Advisor at WEALTH PLANNING ADVISORS LLC

Oracle, AZ

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Search this name across graphsid dfx:ria:4f5942dd-d5d1-a852-bfd0-8dbb20dfaf08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: WEALTH PLANNING ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Feb 27, 2008
First registration: Mar 25, 2008
Dual registered: no
Other names: BROOKS BREVICK LARSON
IAPD individual key: 2148509

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
WEALTH PLANNING ADVISORS LLC	State registered	Dec 8, 2024	n/a	yes	Oracle, AZ	Current employment
BROOKS LARSON WEALTH MANAGEMENT	n/a	Aug 25, 2015	Apr 30, 2025	no	ORACLE, AZ\|Eau Claire, WI	Previous registration
WEALTH PLANNING SYSTEMS, LLC	State registered	Feb 3, 2014	Nov 23, 2016	no	BLOOMINGTON, MN	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	May 27, 2008	Apr 22, 2009	no	FT. LAUDERDALE, FL	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Mar 25, 2008	Apr 11, 2008	no	MINNETONKA, MN	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
BROOKS LARSON WEALTH MANAGEMENT	WEALTH PLANNING ADVISORS LLC	Apr 30, 2025	Dec 8, 2024	-143	Firm change after gap	Other
WEALTH PLANNING SYSTEMS, LLC	BROOKS LARSON WEALTH MANAGEMENT	Nov 23, 2016	Aug 25, 2015	-456	Firm change after gap	Other
KOVACK ADVISORS, INC.	WEALTH PLANNING SYSTEMS, LLC	Apr 22, 2009	Feb 3, 2014	1,748	Firm change after gap	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	KOVACK ADVISORS, INC.	Apr 11, 2008	May 27, 2008	46	Firm change	Other

Relationships

Registered with (5)

→ WEALTH PLANNING ADVISORS LLCRegistered adviserregistration: current employment
Dec 8, 2024 to presentfactForm ADV
→ BROOKS LARSON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 25, 2015 to Apr 30, 2025factForm ADV
→ WEALTH PLANNING SYSTEMS, LLCRegistered adviserregistration: previous registration
Feb 3, 2014 to Nov 23, 2016factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
May 27, 2008 to Apr 22, 2009factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Mar 25, 2008 to Apr 11, 2008factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
Brooks Brevick Larson left Brooks Larson Wealth Management for Wealth Planning Advisors Llc (registered 2024-12-08)
Form ADVobserved 4 days ago