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David Lance Larson

Investment adviser representative at Viawealth, LLC
17 yearsExperience
1 stateRegistered in
$260.7MFirm assets
6 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 assetsFixed 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

17 years in the industry.

  1. Lake Street Partners, LLCFeb 2024 to now
  2. Viawealth, LLCOct 2018 to now
  3. Larson Building Company, LLCJan 2013 to now
  4. Benchmark Kc, LLCMar 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (KS).

Viawealth, LLC

$260.7MAssets managed
87Clients
3Advisers
6 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
7249182
Firm CRD
309043
Advisor's SEC record (opens in a new tab)
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