Brooks B. Larson

7760 France Avenue South
Suite 1100
Edina, MN 55435

Financial Counseling & Investment Advice


About Brooks Larson, LLC

Fee based financial services including pre-retirement and retirement income planning.

23 Years of Experience



General Information
Firm Start Year:   1991
No.of Employees:   2-4
Insurance License#:   20031136
Name of Broker/Dealer:   NA
Name of Custodial Firm:   Charles Schwab, TD Ameritrade, Fidelity
States Licensed in:   MN, IA, FL
Number of Years with Current Firm:   19
Work Experience:   Over the past 23 years, I have worked with individuals, couples
and business owners. I have been affiliated with small
investment companies and large financial institutions such as
Charles Schwab and Wells Fargo. During that time I have
completed a Master's degree in finance, passed several industry
exams and earned several industry designations.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Long Term Care , Life , Health , Annuity
Compliance
Registered Investment Advisor:   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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $150,000
Compensation Methods:   Based on Assets , Commissions
Hourly Rate:   $150
Additional Details on Charges:   I rarely receive commissions. If commissions are received, they are
used to offset fees.


Board Positions
Organization:  Bethany Academy  Bloomington, Minnesota
Position :  Board Member
Duration :  September 2003-May 2005


Education
Bachelor of Arts - Economics  Macalester College - St. Paul, Minnesota
September 1984-May 1988

Bachelor of Arts - Speech Communication  Macalester College - St. Paul, Minnesota
September 1984-May 1988

Master of Business Administration - FInance  University of St. Thomas - Minnesota
September 1990-May 1993



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. Clients may terminate a compensation agreement at any time and receive a prorated refund immediately.
  • What are your qualifications? What is your education background? Recently earned Retirement Income Certified Professional designation from The American College. Previously earned Certified Employee Benefit Specialist designation, Chartered Life Underwriter designation and Chartered Financial Consultant designation; also from The American College.
  • What is your approach to financial planning? Values based, goal oriented
  • What services do you offer? Retirement Income Planning, Asset accumulation Planning, Estate Planning
  • How many clients do you currently manage? <100. My firm is small and "high touch" by design and I plan to keep it that way.
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DISCLAIMER

Advisory services provided through Wealth Planning Systems, LLC. An investment advisory firm registered with the State of Minnesota.

Brooks B. Larson

Brooks B. Larson

CLUŽ, RICP, CEBS, ChFC®

Communities Served

Minneapolis Saint Paul
Surrounding Suburbs

Compensation Arrangements

Check Bank Transfer

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