Jan Martha Barnes
Investment adviser representative at Larson Financial Group, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Larson Financial Group, LLCMay 2025 to now
- Larson Financial Securities, LLCMay 2025 to now
- Larson Wealth PartnersMay 2025 to now
- UnemployedMay 2023 to May 2025
- Larson Wealth PartnersJul 2020 to May 2023
- Larson Financial Securities, LLCJun 2020 to May 2023
- Comprehensive Asset Management & Servicing, Inc.Oct 2012 to Jun 2020
- Counsel Wealth M Anagement, Inc.Dec 2011 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6128195
- Firm CRD
- 140599