BL
CFP
BL
CFP

Brandon Larson

26 Years of Experience
Minnetonka, MN
Broker

Brandon Larson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Minnetonka, MN, with 26 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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Other Business Activities

Brandon is an officer in Lakeview Partners LLC, representing his interest in a technology license agreement since June 2024. He has no active duties in this investment-related activity.

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 2011 - January 2026 · 14 yrs 11 mos
UBS Financial Services INC.Broker
February 2011 - January 2026 · 14 yrs 11 mos
RBC Capital Markets, LLC
March 2005 - March 2011 · 6 yrs
RBC Capital Markets, LLCBroker
December 1999 - March 2011 · 11 yrs 3 mos
State Registrations24 states
AZCACODEFLGAHIIAILMIMNMOMTNCNENJNYOHSCSDTNTXWAWI
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.