Keith Larsen
Keith Larsen is a registered investment advisor at Esi Financial Advisors, based in South Jordan, UT, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
10813 S River Front Parkway, Suite 575, South Jordan, UT, 84095
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an insurance agent since 2001, dedicating about a quarter of his time to this activity. He also has several other business activities including referring products for Melaleuca, working as an associate for Amazon, owning a DBA for insurance through Cambridge Financial Network, part ownership in Market Road, and part ownership/CFO role in Fan Boost.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
MML Investors Services, LLC
MML Investors Services, LLCBroker
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations1 state
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.