Keith Larsen
Investment adviser representative at Esi Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
13 years in the industry.
- Equity Services, Inc.May 2025 to now
- National Life GroupApr 2025 to now
- Cambridge Investment Research Advisors, Inc.Oct 2023 to Apr 2025
- Cambridge Investment Research, Inc.Oct 2023 to Apr 2025
- Dfpg Investments, LLCOct 2021 to Oct 2023
- Hornor Townsend & Kent LLCOct 2019 to Oct 2021
- Penn Mutual Life Ins CoSep 2019 to Oct 2021
- Northwestern Mutual Investment Services LLCMar 2018 to Sep 2019
- Northwestern Mutual Life Insurance CompanyMar 2018 to Sep 2019
- Principal Financial GroupJul 2017 to Mar 2018
- Lincoln Financial AdvisorsFeb 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 4340933
- Firm CRD
- 265