Brent Larsen
Brent Larsen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mapleton, UT, with 36 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mapleton, UT
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Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Brent is a partner at Associated Professional Advisors of Santa Maria, a tax preparation and accounting firm, and the president of Associated Professional Advisors, Inc., also involved in tax preparation and wealth management. Brent also owns and manages a commercial rental property and sells insurance products through Avantax Insurance Agency, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations24 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.
Exams
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