KL
KL

Karen Larson

23 Years of Experience
Minnetonka, MN
Broker

Karen Larson is a registered investment advisor at Wells Fargo Advisors, based in Minnetonka, MN, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

601 Carlson Parkway, Suite 1275 12th Fl, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
January 2026 - Present · 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
February 2014 - January 2026 · 11 yrs 11 mos
UBS Financial Services INC.Broker
February 2011 - January 2026 · 14 yrs 11 mos
RBC Capital Markets, LLC
January 2005 - March 2011 · 6 yrs 2 mos
RBC Capital Markets, LLCBroker
December 2004 - March 2011 · 6 yrs 3 mos
American Express Financial Advisors INC.Broker
May 1996 - December 1996 · 7 mos
Ids Life Insurance CompanyBroker
May 1996 - December 1996 · 7 mos
Dain Bosworth IncorporatedBroker
May 1993 - January 1995 · 1 yr 8 mos
State Registrations2 states
AZMN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Karen Larson - Financial Advisor | TrueAdvisor