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Christine Marie Larson-postel

Investment adviser representative at Minerva Planning Group
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$236.9MFirm 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 assetsHourly

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.

  1. Minerva Planning Group, Inc.Sep 2025 to now
  2. Pinnacle AdvisorsJan 2005 to Aug 2026

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Minerva Planning Group

Legal name: Minerva Planning Group, Inc.

$236.9MAssets managed
122Clients
4Advisers
12 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
5502277
Firm CRD
127263
Advisor's SEC record (opens in a new tab)
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