Robert Joseph Wort
Investment adviser representative at Larson Financial Group, LLC
12 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
12 years in the industry.
- Larson Financial Group, LLCMay 2024 to now
- Larson FinancialNov 2022 to now
- UnemployedJan 2018 to now
- Abstract Marketing GroupOct 2017 to Dec 2017
- UnemployedJun 2017 to Oct 2017
- Sioux City ExplorersMar 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6941921
- Firm CRD
- 140599