SL
ChFC
SL
ChFC

Steven Larson

34 Years of Experience
Ramsey, MN
BrokerSells Insurance

Steven Larson is a ChFC-designated registered investment advisor, based in Ramsey, MN, with 34 years of industry experience.

Location

Ramsey, MN

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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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Other Business ActivitiesSells Insurance

Steven is an advisory representative of a registered investment advisor (RIA) and spends about half his time on this, with about a quarter of his time spent trading. He also serves as a board member for Y Hockey Ministries International and Legacy Christian Academy, and is an independent insurance agent for various independent insurance companies, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
December 2013 - February 2024 · 10 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - February 2024 · 21 yrs 7 mos
Lutheran Brotherhood Securities CORP.Broker
September 1991 - July 2002 · 10 yrs 10 mos
State Registrations5 states
AZFLMNWAWI
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.
Steven Larson - Financial Advisor | TrueAdvisor