William Dalton Henley
Investment adviser representative at Larsen Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$172.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Larsen Wealth ManagementOct 2023 to now
- Lwm Advisors, Inc.Oct 2023 to now
- Cambridge Investment Research Advisors, Inc.Dec 2021 to Sep 2023
- Larsen Wealth ManagementApr 2016 to Sep 2023
- California State University, SacramentoAug 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Larsen Wealth Management
Legal name: Lwm Advisors Inc
$172.2MAssets managed
124Clients
3Advisers
2 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
- 6640767
- Firm CRD
- 146620