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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2022
- Office Locations
- 1
Office Locations
About Larsen Financial Management
Larsen Financial Management is an independent advisory practice providing customized wealth planning and investment management for successful professionals, entrepreneurs, and retirees. Led by Victor Larsen (35+ years; CPA, CFP, CLU), the firm emphasizes candid, incentive-free advice and open-architecture portfolio construction, commonly using ETFs and public funds, with custody through Interactive Brokers.
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Accredited Investors
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Investment Themes
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Owner & Executives
VICTOR JEFFREY LARSEN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1712015
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,335,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,335,350 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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