Shane Patrick Larson
Investment adviser representative at Composition Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.5BFirm 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 assetsFixed 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
10 years in the industry.
- Composition Wealth, LLCNov 2023 to now
- Main Street Research LLCMay 2022 to Oct 2023
- Mainspring Wealth Advisors/cox FinancialMar 2018 to Apr 2022
- Raymond James Financial Services Advisors Inc.Mar 2018 to Apr 2022
- Sp Larson Financial Planning, LLC.May 2016 to Dec 2017
- Kms FinancialJan 2016 to Mar 2018
- Willis Eckfeldt Asset ManagementJan 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 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
- 5821159
- Firm CRD
- 143483