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Paul Douglas Larson

Investment adviser representative at Larson Capital Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. Larson Wealth PartnersMay 2020 to now
  2. Larson Capital Management, LLCJul 2013 to now
  3. Larson Financial Securities, LLCNov 2009 to now
  4. Larson Financial Group, LLCMay 2006 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (MO).

Larson Capital Management, LLC

$1.4BAssets managed
66Clients
2Advisers
7 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
4422245
Firm CRD
301971
Advisor's SEC record (opens in a new tab)
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