Kevin Mark Forbush
Investment adviser representative at Larson Financial Group, LLC
30 yearsExperience
3 statesRegistered in
$5.5BFirm assets
16 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
- Pension consulting
Experience
30 years in the industry.
- Larson Financial Group, LLCOct 2023 to now
- Lion Street FinancialMar 2022 to now
- Forbush Legal, PllcJun 1996 to now
- Cantella & Co.Oct 2021 to Mar 2022
- Iht Wealth Management LLCOct 2021 to Mar 2022
- Lion Street AdvisorsMar 2020 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, 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
- 5893179
- Firm CRD
- 140599