Michael Zesati
Investment adviser representative at Larson Financial Group, LLC
12 yearsExperience
2 statesRegistered in
$5.5BFirm assets
16 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
Experience
12 years in the industry.
- Larson Financial Group, LLCSep 2024 to now
- Lifepro Asset Management, LLCSep 2022 to Sep 2024
- Thrivent FinancialJun 2022 to Sep 2022
- Thrivent Investment Management IncMay 2022 to Sep 2022
- Morgan StanleyOct 2021 to Apr 2022
- Metropolitan Transportation CommissionFeb 2021 to Oct 2021
- Northwestern MutualApr 2020 to Aug 2020
- University of San Francisco Its Help DeskAug 2019 to Feb 2021
- University of San FranciscoAug 2018 to May 2022
- Berean Christian High SchoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 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
- 7256620
- Firm CRD
- 140599