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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- OakCrest north
- Established Date
- 01-27-1982
- Office Locations
- 1
Office Locations
About Future Finances INC
Future Finances Inc provides comprehensive wealth and investment management for high-net-worth individuals and families, including retirement planning, tax-aware portfolio management, insurance and tax planning, estate and wealth transfer strategies, and education funding. Investment approaches include ETF and fixed-income allocations, with Fidelity/NFS as a primary custodian. The team is notably community-focused, with leadership recognized for long-term Special Olympics service and Invest in Others/Osaic Foundation honors.
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Owner & Executives
MAX THEISEN LARSEN
President
- CRD
- #1406283
- Ownership
- 75% or more
BRADLEY ALLEN HUFFMAN
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #3005202
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,621,367 | $440,841 |
| Non-Discretionary | $0 | -- |
| Total | $304,621,367 | $440,841 |
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Separately Managed Accounts
Total SMA Asset: $304,621,367
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,547,998,097 | 37.8% |
| U.S. Government/Agency | $819,046,612 | 20.0% |
| Cash | $286,666,314 | 7.0% |
| Municipal Bonds | $1,142,570,024 | 27.9% |
| Corporate - Investment Grade | $298,952,015 | 7.3% |
| Total | $4,095,233,062 | 100.0% |