Patrick Winfield Larson
Investment adviser representative at Advanced Capital Group
28 yearsExperience
1 stateRegistered in
CFADesignation
$30BFirm assets
Are you Patrick Winfield Larson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Advanced Capital GroupJul 2007 to now
- Dain Rauscher IncorporatedMar 1998 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Advanced Capital Group
Legal name: Advanced Capital Group, Inc.
$30BAssets managed
366Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268199
- Firm CRD
- 109673