Bryan Larsen
Investment adviser representative at Waverly Advisors, LLC
11 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 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 feePerformance-based
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.
- Waverly Advisors, LLCDec 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Cetera Advisors LLCSep 2022 to Nov 2025
- Cetera Financial Specialists LLCSep 2022 to Nov 2025
- Cetera Investment Services LLCSep 2022 to Nov 2025
- Cetera Wealth Services, LLCSep 2022 to Nov 2025
- The Retirement Solution Inc.Jun 2020 to Sep 2022
- Lockton Retirement ServicesOct 2018 to Jun 2020
- Jimmy JohnsSep 2018 to Oct 2018
- Rc BootingMar 2018 to Jul 2018
- Research and Business Development Center (rbdc)Jan 2018 to Apr 2018
- StudentSep 2017 to Jan 2018
- ArtcoNov 2016 to Dec 2016
- Ft Worth Brain and Spince InstituteApr 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 7042052
- Firm CRD
- 115332