Bruce Larsen
Bruce Larsen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Colorado Springs, CO, with 44 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
90 S. Cascade Ave., Suite 1220, Colorado Springs, CO, 80903
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Regulatory History (1)
Customer Dispute
March 2004Other Business Activities
Bruce is the owner of Larsen Wealth Management, where he works full-time as a registered representative and advisor. He also owns Larsen Classic Cars LLC, dedicating minimal time to purchasing and reselling cars to local dealers, and owns rental property, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.