Daniel Larsen
Daniel Larsen is a registered investment advisor at Cetera Investment Advisers LLC, based in Salt Lake City, UT, with 21 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
505 Wakara Way, Salt Lake City, UT, 84108
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Regulatory History (1)
Employment Separation After Allegations
April 2016Other Business ActivitiesSells Insurance
Daniel works as a financial advisor for UFirst Credit Union since September 2023, dedicating about 10-20% of his time to processing recommendations for clients. He also works as a financial professional for Canyon View Credit Union since April 2025, spending about 10-20% of his time processing and recommending annuity business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations12 states
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
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