John-michael Larson
Investment adviser representative at Richards Merrill Wealth Management
10 yearsExperience
6 statesRegistered in
$643.6MFirm assets
8 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
Experience
10 years in the industry.
- Richards Merrill Wealth ManagementMay 2022 to now
- Richards Merrill & Peterson IncApr 2022 to now
- StrykerJun 2016 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 6 states (AK, AZ, CA, ID, TX, WA).
Richards Merrill Wealth Management
Legal name: Richards, Merrill & Peterson, Inc.
$643.6MAssets managed
1,277Clients
9Advisers
8 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
- 7524068
- Firm CRD
- 713