Thomas Larson is a registered investment advisor at Dunnavan & CO., based in Minneapolis, MN, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 231 clients with $390M 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 are negotiable.
Fee Estimator
Location
43 Main Street S.E., Suite 506, Minneapolis, MN, 55414
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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.
Learn about disclosures →Other Business Activities
Thomas is a property owner and manager, handling rental income and tenant relationships with his wife. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Dunnavan & CO.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.