KL
CFP
KL
CFP

Kevin Larson

22 Years of Experience
Taylorsville, UT
1 DisclosureBrokerSells Insurance

Kevin Larson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Taylorsville, UT, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6189 S Redwood Rd, Taylorsville, UT, 84123

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History

Regulatory History (1)
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Customer Dispute
January 2010
Denied
Other Business ActivitiesSells Insurance

Kevin is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also works as a registered representative for Financial Network and a financial consultant for Transwest Credit Union (both full-time), owns BLG Investments (real estate), and Kevin Larson, Inc. (pass-through entity).

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2018 - Present · 8 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2018 - June 2023 · 5 yrs 2 mos
Securities America, INC.Broker
June 2015 - April 2018 · 2 yrs 10 mos
Securities America Advisors, INC.
June 2015 - April 2018 · 2 yrs 10 mos
LPL Financial LLC
February 2011 - June 2015 · 4 yrs 4 mos
LPL Financial LLCBroker
February 2011 - June 2015 · 4 yrs 4 mos
MML Investors Services, LLC
July 2010 - March 2011 · 8 mos
MML Investors Services, LLCBroker
July 2003 - March 2011 · 7 yrs 8 mos
State Registrations16 states
AKALCACOFLGAIDMDNJNVORTXUTWAWIWY
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.
Kevin Larson - Financial Advisor | TrueAdvisor