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Brady Kenneth Petersen

Investment adviser representative at Larson Financial Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.5BFirm 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 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

Experience

15 years in the industry.

  1. Petersen Financial LLCMar 2019 to now
  2. Larson Financial Group, LLCSep 2011 to now
  3. Larson Financial SecuritiesSep 2011 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Larson Financial Group, LLC

$5.5BAssets managed
4,961Clients
66Advisers
16 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
5315112
Firm CRD
140599
Advisor's SEC record (opens in a new tab)
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