Allan Larson
Allan Larson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rockford, IL, with 28 years of industry experience. Allan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
6067 Strathmoor Dr, Rockford, IL, 61107-6631
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Allan is a franchise consultant with Ameriprise Financial since 2010, dedicating about a quarter of his time. He also engages in sales consulting since 2011, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations32 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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