Kathleen Santiago
Investment adviser representative at Larson Financial Group, LLC
10 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
10 years in the industry.
- Larson Financial Group, LLCJun 2024 to now
- Larson Financial Securities, LLCJun 2024 to now
- Foreside Fund Services, LLCFeb 2024 to Jun 2024
- Harborside Sales Group, LLCNov 2023 to Jun 2024
- Federated Global Investment Management CorpJan 2015 to Nov 2023
- Federated Investment CounselingJan 2015 to Nov 2023
- Mdt Advisers, A Division of Federated Mdta LLCJan 2015 to Nov 2023
- Federated Hermes, Inc.Oct 2014 to Nov 2023
- Federated Securities CorpOct 2014 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6405441
- Firm CRD
- 140599