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Advisor at INTRUA FINANCIAL
Minneapolis, MN | HOUSTON, TX | Andover, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTRUA FINANCIAL | Independent wealth | Nov 20, 2023 | n/a | yes | Andover, MN|Minneapolis, MN|HOUSTON, TX | Current employment |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Apr 25, 2022 | Nov 20, 2023 | no | Minneapolis, MN|SAINT LOUIS, MO | Previous registration |
| LARSON WEALTH PARTNERS | Former SEC adviser | Nov 6, 2020 | Mar 28, 2022 | no | MINNEAPOLIS, MN | Previous registration |
| COUNSEL WEALTH MANAGEMENT, INC. | Former SEC adviser | May 16, 2018 | Sep 1, 2020 | no | ARDEN HILLS, MN | Previous registration |
| LIBERTY ADVISOR MANAGED ASSETS, INC. | n/a | Jan 13, 2016 | May 25, 2022 | no | ANDOVER, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | INTRUA FINANCIAL | Nov 20, 2023 | Nov 20, 2023 | 0 | Firm change | Ibd to RIA |
| LIBERTY ADVISOR MANAGED ASSETS, INC. | COUNSEL WEALTH MANAGEMENT, INC. | May 25, 2022 | May 16, 2018 | -1,470 | Firm change after gap | Other |
| LARSON WEALTH PARTNERS | LARSON FINANCIAL GROUP, LLC | Mar 28, 2022 | Apr 25, 2022 | 28 | Firm change | RIA to ibd |
| COUNSEL WEALTH MANAGEMENT, INC. | LARSON WEALTH PARTNERS | Sep 1, 2020 | Nov 6, 2020 | 66 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309688:140599:MN:2022-03-28 | Mar 28, 2022 | Apr 25, 2022 | MINNEAPOLIS, MN | Firm change |
| 115165:309688:MN:2020-09-01 | Sep 1, 2020 | Nov 6, 2020 | ARDEN HILLS, MN | Firm change |