Marshall Larsen is a registered investment advisor at Larsen Financial Services, based in Geraldine, MT, with 16 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 9 clients with $4.3M 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 | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Geraldine, MT
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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.
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Marshall owns and manages M&D Larsen Farms, Inc., a family-owned farming corporation, dedicating nearly full-time hours to the business. About half of this time is during trading hours.
Employment History
Current Registrations
Larsen Financial Services
Previous Registrations
Usallianz Securities, INC.
Brecek & Young Advisors, INC.
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.