DT
DT

David Thyen

6 Years of Experience
Sells Insurance

David Thyen is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is involved in insurance sales at the same address as his advisory business. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Larson Financial Group, LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Midwest Wealth Management INC.
March 2020 - July 2022 · 2 yrs 4 mos
State Registrations1 state
IN
Advisor

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.