Steven T Larsen
Investment adviser representative at Columbia Advisory Partners, LLC
21 yearsExperience
1 stateRegistered in
$312.6MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Columbia Private Markets, LLCFeb 2025 to now
- Columbia Advisory Partners, LLCApr 2005 to now
- Aet Investment Services, LLCMay 2024 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Columbia Advisory Partners, LLC
$312.6MAssets managed
631Clients
18Advisers
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
- 4638715
- Firm CRD
- 171616