Steven Larsen is a CFP-designated registered investment advisor, based in Spokane, WA, with 20 years of industry experience.
Location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the CEO of AET Investment Services, LLC, a broker/dealer, and a Partner/Manager at Steward Alts, LLC, managing real estate and private credit deals. He is also President and an Investment Adviser Representative at Columbia Advisory Partners, LLC; these activities take up about half of Steven's time for AET Investment Services, LLC and Columbia Advisory Partners, LLC, and a few hours per week for Steward Alts, LLC.
Employment History
Current Registrations
Columbia Private MarketsBroker
Columbia Advisory Partners, LLC
Previous Registrations
Aet Investment Services, LLCBroker
Columbia Advisory Partners, LLC
Cjb Financial Group LLC
Ten Capital Investment Advisors, LLC
Core Investment Strategies, LLC
Fsic
FsicBroker
Larsen Financial CORP
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Edward JonesBroker
Edward JonesBroker
State Registrations5 states
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