Josiah Benjamin Larson
Investment adviser representative at Palisade Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Josiah Benjamin Larson? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Palisade Asset Management, LLCSep 2025 to now
- Palisade Asset Mangement, LLCJul 2024 to now
- Capfinancial Partners LLC (captrust)Apr 2023 to Jul 2024
- Quantitative Advantage, LLCAug 2019 to Apr 2023
- United Health Group, IncJul 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Palisade Asset Management, LLC
$1.3BAssets managed
118Clients
6Advisers
21 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
- 6290672
- Firm CRD
- 136089