Ryan Robert Larsen
Investment adviser representative at Refined Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$210.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Refined Wealth ManagementJan 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (UT).
Refined Wealth Management
$210.9MAssets managed
408Clients
5Advisers
5 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
- 4249845
- Firm CRD
- 169563