Michaela Marie Speer
Investment adviser representative at Larson Financial Group, LLC
13 yearsExperience
5 statesRegistered in
CFP® certification, ChFC®Designations
$5.5BFirm assets
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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
13 years in the industry.
- Larson Financial Group, LLCSep 2022 to now
- Physicians Thrive, LLCJul 2017 to now
- Physicians Thrive Investment Advisors, LLCJul 2017 to Mar 2018
- Northwestern MutualMay 2015 to Jul 2017
- Miss Molly's Coffee Co.May 2014 to Mar 2017
- Wayne State CollegeAug 2013 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 5 states (CO, NE, OH, TN, 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
- 6487054
- Firm CRD
- 140599