Dagean Larsen
Investment adviser representative at Siler Wealth Management
17 yearsExperience
1 stateRegistered in
$188.6MFirm assets
Under 1 yearFirm 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
- Seminars and workshops
Experience
17 years in the industry.
- Siler Wealth ManagementMay 2024 to now
- Sdr Investment Management, Inc.May 2024 to now
- The Core Financial GroupAug 2019 to now
- Old World MasonryJan 2009 to now
- D6financialFeb 2014 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Siler Wealth Management
Legal name: Sdr Investment Management, Inc.
$188.6MAssets managed
664Clients
5Advisers
Under 1 yearIn 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
- 7203632
- Firm CRD
- 108682