Isak Larson is a registered investment advisor, based in Ramsey, MN, with 6 years of industry experience.
Location
Ramsey, MN
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Regulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Isak is an advisory representative of a registered investment advisor (RIA) and spends nearly full-time on this, including trading. He is also an independent insurance agent for various independent insurance companies, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.
February 2024 - Present · 2 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
October 2019 - February 2024 · 4 yrs 4 mos
Thrivent Investment Management INC.Broker
August 2019 - February 2024 · 4 yrs 6 mos
State Registrations7 states
AZFLIAMNVAWAWI
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.