Anna Rae Larson
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Institutions, Inc.Jul 2021 to now
- AlerusJul 2021 to now
- Infinex Investments, inc.Jul 2021 to now
- Thrivent Investment Management IncJul 2018 to Jun 2021
- Thrivent FinancialApr 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (ND).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6970623
- Firm CRD
- 35371