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Troy Steven Larsen

Investment adviser representative at Usi Advisors
11 yearsExperience
1 stateRegistered in
$56.3BFirm assets
27 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Usi Advisors, Inc.Sep 2020 to now
  2. Usi Consulting Group, Inc.Jul 2020 to now
  3. Usi Securities, Inc.Jan 2021 to Sep 2022
  4. LPL Financial, LLCOct 2011 to Sep 2020
  5. Associated Financial Group, LLCSep 2011 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

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

Usi Advisors

Legal name: Usi Advisors, Inc.

$56.3BAssets managed
1,353Clients
72Advisers
27 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
5983498
Firm CRD
108113
Advisor's SEC record (opens in a new tab)
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