Isak Larson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2024 to now
- Cambridge Investment Research Inc.Feb 2024 to now
- Thrivent FinancialJul 2019 to Feb 2024
- Thrivent Investment Management IncJun 2019 to Feb 2024
- Bethel UniversitySep 2018 to May 2019
- Renewal By AndersenMay 2018 to Aug 2018
- Bethel UniversitySep 2017 to May 2018
- Legacy Christian AcademyJun 2017 to Aug 2017
- Bethel UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7099350
- Firm CRD
- 134139