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RIA / WealthAdvisor31 years in industry

BRADLEY LEWIS LARSEN

Advisor at WEALTHSPIRE RETIREMENT ADVISORY

Stuart, FL | ALISO VIEJO, CA

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:af2e1f4a-8816-b36f-e2e5-53c7a379e9cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2007 to Sep 15, 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: WEALTHSPIRE RETIREMENT ADVISORY
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 7, 1995
First registration: Jul 20, 2007
Dual registered: no
Other names: BRAD LARSEN
IAPD individual key: 1818990

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
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Jul 20, 2016	n/a	yes	ALISO VIEJO, CA\|Stuart, FL	Current employment
ERISA FIDUCIARY ADVISORS, INC.	Former SEC adviser	Feb 25, 2011	Jul 1, 2016	no	STUART, FL\|WESTON, FL	Previous registration
ONEFIDUCIARY GROUP, LLC	n/a	Sep 2, 2008	Jun 10, 2009	no	STUART, FL\|STUART, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 20, 2007	May 9, 2008	no	STUART, FL\|ATLANTA, GA\|STUART, FL	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
ERISA FIDUCIARY ADVISORS, INC.	WEALTHSPIRE RETIREMENT ADVISORY	Jul 1, 2016	Jul 20, 2016	19	Firm change	Other
ONEFIDUCIARY GROUP, LLC	ERISA FIDUCIARY ADVISORS, INC.	Jun 10, 2009	Feb 25, 2011	625	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	ONEFIDUCIARY GROUP, LLC	May 9, 2008	Sep 2, 2008	116	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
137879:121254:FL:2016-07-01	Jul 1, 2016	Jul 20, 2016	WESTON, FL	Firm change

Relationships

Registered with (4)

→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: current employment
Jul 20, 2016 to presentfactForm ADV
→ ERISA FIDUCIARY ADVISORS, INC.Registered adviserregistration: previous registration
Feb 25, 2011 to Jul 1, 2016factForm ADV
→ ONEFIDUCIARY GROUP, LLCRegistered adviserregistration: previous registration
Sep 2, 2008 to Jun 10, 2009factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 20, 2007 to May 9, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af2e1f4a-8816-b36f-e2e5-53c7a379e9cc
First observed: Jul 20, 2007
Last observed: Sep 15, 2026 6 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.

BRADLEY LEWIS LARSEN

Advisor at WEALTHSPIRE RETIREMENT ADVISORY

Stuart, FL | ALISO VIEJO, CA

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:af2e1f4a-8816-b36f-e2e5-53c7a379e9cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WEALTHSPIRE RETIREMENT ADVISORY

Institutional manager

Jul 20, 2016

n/a

yes

ALISO VIEJO, CA|Stuart, FL

Current employment

ERISA FIDUCIARY ADVISORS, INC.

Former SEC adviser

Feb 25, 2011

Jul 1, 2016

STUART, FL|WESTON, FL

Previous registration

ONEFIDUCIARY GROUP, LLC

n/a

Sep 2, 2008

Jun 10, 2009

STUART, FL|STUART, FL

Previous registration

SECURIAN FINANCIAL SERVICES, INC.

Former SEC adviser

Jul 20, 2007

May 9, 2008

STUART, FL|ATLANTA, GA|STUART, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ERISA FIDUCIARY ADVISORS, INC.

WEALTHSPIRE RETIREMENT ADVISORY

Jul 1, 2016

Jul 20, 2016

Firm change

Other

ONEFIDUCIARY GROUP, LLC

ERISA FIDUCIARY ADVISORS, INC.

Jun 10, 2009

Feb 25, 2011

625

Firm change after gap

Other

SECURIAN FINANCIAL SERVICES, INC.

ONEFIDUCIARY GROUP, LLC

May 9, 2008

Sep 2, 2008

116

Firm change

Other

Team

Left

Joined

From

Kind

137879:121254:FL:2016-07-01

Jul 1, 2016

Jul 20, 2016

WESTON, FL

Firm change