Max Larsen
Max Larsen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Columbus, OH, with 40 years of industry experience. Max 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
100 Northwoods Blvd. Suite B, Columbus, OH, 43235
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2021Customer Dispute
August 1999Customer Dispute
February 1999Other Business ActivitiesSells Insurance
Max is the owner and president of FF1 Alternatives, LLC, an independent introducing broker, and president of Future Finances Inc, an RIA & CPA firm. He also owns Professional Benefits Planning Corp, an insurance business, and acts as trustee for the Linda Harper Trust, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Future Finances INC
Previous Registrations
Triad Advisors LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Wrp Investments, INC.Broker
Columbus Equities International, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
Columbus Equities International, INC.Broker
First Securities Corporation of ColumbusBroker
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.