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Douglas C. Black CFP®  Founder
Larson Financial Services Inc.

Tel: (913) 428-2233
4501 College Boulevard Suite 260
Leawood, KS 66211
Larson Financial Services Inc. | Financial Advisor in Leawood ,KS

About Larson Financial Services Inc.

Larson Financial Services, Inc., opened its doors to clients in 1999 with a goal of helping people protect their assets and retire happy.

The firm was founded by Doug Black, and named after Doug's maternal grandfather, CA Larson, who served as a sound role model for his family for many years.

Doug, a CERTIFIED FINANCIAL PLANNER Practitioner, has been serving individuals at or near retirement throughout the Greater Kansas City area for more than 40 years. His daughter, Jennifer and son, Steve, have become integral to the firm's success by providing reliable service and trustworthy advice to the individuals and families they service. As Registered Investment Advisor Representatives, and with three convenient locations in the Kansas City area, Larson Financial Services, Inc., delivers on its promise to deliver simple and sound retirement strategies for all clients.


General Information

Firm Start Year:   1999
No.of Employees:   5-9
Name of Broker/Dealer:   SECURITIES AMERICA, INC.
Number of Years with Current Firm:   25
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Annuities, Insurance, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via email, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care, Annuity, Variable Annuity, Variable Life


Firm Information

Advisor's Number of Clients:   400
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200
Assets Managed by Advisor:   $80,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%



Faqs

  • How many clients do you currently manage? We are currently assisting approximately 400 families with their investments and their finances.
  • Will you be the only person working with me? We are a family owned financial planning firm. My son Steve and my daughter Jennifer are both licensed and registered in securities and insurance. We work together as a team with our clients.
  • How are you compensated? How will I pay for your services? We are fee based and we charge commissions also.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We always seek your approval on any recommendations.
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Disclosures

Securities offered through Securities America, Inc., member FINRA, SIPC.. Advisory services offered through Arbor Point Advisors, LLC. Larson Financial Services, Inc., Arbor Point Advisors, LLC and Securities America are separate entities.


Disclaimer

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Douglas C. Black CFP®  Founder

Douglas C. Black CFP®  Founder

CFP™

Doug is a Certified Financial PlannerTM professional, licensed in securities and insurance. Doug has been serving clients in the Kansas City are for over 40 years, helping clients protect and preserve their assets. He has conducted hundreds of seminars on a wide range of financial topics and appeared as a guest speaker at numerous industry meetings from coast to coast. He has a Bachelor's degree in Business Administration from the University of Missouri- Columbia, served in the U.S. Navy, reaching the rank of Lieutenant. Doug has been married to his wife Judy for 57 years. They have 4 children and 12 grandchildren. 2 of his children Steve and Jennifer are licensed and registered and are partners with him at Larson Financial. Doug enjoys the Colorado mountains, Hawaii, and spending time with his grandchildren, reading and walking.

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My Services

Financial Planning for Individuals

Each client is treated individually. All clients have their own needs...not the same recommendations for all. Our goal is to set reasonable expectations for all clients and stay on course to meet those goals which includes communicating with our clients regularly.


Annuities

Many clients want a portion of their investments to be safe from stock market volatility. As an example, fixed index annuities can satisfy that investment objective. Annuities can also offer lifetime income.


Financial Planning for Individuals

Each client is treated individually. All clients have their own needs...not the same recommendations for all. Our goal is to set reasonable expectations for all clients and stay on course to meet those goals which includes communicating with our clients regularly.


My Team

 Stephen D Black
Stephen D Black President
Steve is a Registered Representative, licensed in Securities and Insurance. Steve joined his father and Larson Financial Services in 2001. Steve has conducted investment workshops throughout the greater Kansas City area, and meets with clients and prospective clients in any of our 3 Kansas City area office locations. Steve received his Bachelor's degree from the University of Kansas in 1986, where he was a member of the Delta Tau Delta fraternity. Steve and his wife Christine hav ...more

Jennifer M Cottle
Jennifer M Cottle Executive Vice President
Jennifer is a Registered Representative and is licensed in securities and insurance. She attended Colorado University and obtained her Bachelor's degree in Finance and Marketing. After college Jennifer moved to Boston where she lived for 5 years and worked in the financial services industry selling financial data. In 1994, Jennifer decided to move back to Kansas City and join her father and Larson Financial Services. She started out in the customer service area and is ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:00 PM

Communities Served

Greater Kansas City area