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.
|Firm Start Year:||1996|
|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:||24|
|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 fiduciary, fee-based independent investment advisor. We work for YOU, and not some firm.|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities|
|Investment Types:||Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, Via Email, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care|
|Firm's Number of Managed Clients:||140|
|Assets Managed by Firm:||$60 million|
|Advisor's Number of Clients:||140|
|Advisor's Number of Managed Clients:||140|
|Assets Managed by Advisor:||$60 million|
|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 and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets|
|Additional Details on Charges:||Once we understand a client's situation and the scope of services and management we'll be happy to provide a proposal with specifics on fees and service model.|
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!).
We are a fee-only investment advisor. Our methodology is primarily 'quantitative', meaning that we rely heavily on mathematics to make portfolio decisions and not wall street analysts or projections.
We will listen closely to your goals and concerns, and help you maximize your retirement assets.
Education Funding and Planning
We help clients structure their plan to minimize their out of pocket costs for college, not just save for it.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|