Dylan Donovan
Investment adviser representative at Larson Financial Group, LLC
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Larson Financial Group, LLCNov 2020 to now
- Larson Financial Securities, LLCNov 2020 to now
- Commerce Brokerage Services, IncMay 2019 to Oct 2020
- Northwestern Mutual Wealth Management CompanySep 2017 to Apr 2019
- Northwestern Mutual Investment Services LLCAug 2016 to Apr 2019
- Northwestern Mutual Life Insurance CompanyJun 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, MO, 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
- 6494853
- Firm CRD
- 140599