Larson Financial Securities, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 152517
- Registered since
- July 21, 2010
- Website
- www.larsonfinancial.com
Firm profile
FINTRXOverview
Larson Financial Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2010. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual and leaves the firm’s regulatory classification as “unclassified.” The record flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not marked as a related adviser. The firm supplied no descriptive material about its advisory activities, fee schedule, client types, investment preferences, or manager allocation priorities in the FINTRX entry. That lack of disclosure means there is no firm-provided public detail on how it constructs portfolios, whether it uses in-house strategies, or what client segments it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Paul Larson
CEOCRD 4422245
Urvashi Patel
Senior Licensing CoordinatorCRD 5599047

Randy Miller
Chief Compliance OfficerCRD 4798775
Contacts
3 of 68
Michael Hermann
Sales DirectorCRD 5699122
Kade Proctor
Portfolio AdministratorCRD 7820253

Derrick Yohe
Senior Financial AdvisorCRD 6102725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis City
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis City
- Address
- 100 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
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