wiseradvisor

Craig Larson
Larson Financial Advisors

Tel: (512) 910-2722
13625 Ronald Reagan Blvd
Building 10 Suite 100
Cedar Park, TX 78613

Helping People Build, Protect, and Enjoy their Wealth



About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.


General Information

Firm Start Year:   1996
No.of Employees:   2-4
Insurance License#:   38337
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Charles Schwab / TD Ameritrade
States Licensed in:   TX, MN
Number of Years with Current Firm:   20
Work Experience:   Worked in the financial services industry since 1989. I've worked for big firms and small firms and come to the conclusion that the only way to properly serve clients is as a fee-based independent investment advisor. We work for YOU, and not some firm.
I work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations


Services

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


Qualifications & Memberships

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

Firm Information

Advisor's Number of Clients:   160
Advisor's Number of Managed Clients:   160


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   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 Only
Minimum Portfolio Size for New Managed Accounts:   $150000
Compensation Methods:   Based on Assets, Flat Fee



Faqs

  • Do you have a customer satisfaction or refund policy? We aim to please, so there is no contractual time requirement and any usused advisory fees are refunded if a client decides to end our business relationship.
  • What are your qualifications? What is your education background? I have a B.A. in Economics, the CLU designation, and have studied investment technics and risk management from some of the industry greats.
  • What is your approach to financial planning? Listen and understand the clients needs, wants and objectives. Keep things simple and understandable so that they can easily execute their plan.
  • What services do you offer? Investment account management including 401(k), IRA, Roth, trusts, etc. Retirement planning and analysis.
  • How many clients do you currently manage? 160
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Disclosures

www.larsonadvisors.com

Craig Larson

Craig Larson

CLU®, LUTCF

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible.
Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor.

From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I.

Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations.

Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

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My Services

Portfolio Management

We are a fee-only investment advisor. Would you like unbiased advice without worrying about being sold a high- commission product that only benefits the broker? We can help you tailor a plan suited for you, and objectively rank, compare and evaluate on an ongoing basis all your holdings.


Retirement Planning

We will listen closely to your goals and concerns, and help you maximize your retirement assets.


Education Funding & Planning

We help clients structure their plan to minimize their out of pocket costs for college, not just save for it.


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

Austin Bertram
Cedar Park Georgetown
Leander Liberty Hill
Round Rock