Nicole M Fahnestock
Investment adviser representative at Larson Financial Group, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Larson Financial Group, LLCOct 2025 to now
- Thrivent FinancialApr 2025 to Oct 2025
- Thrivent Investment Management IncApr 2025 to Oct 2025
- White Coat Student Loan ConsultingJan 2025 to May 2025
- MassmutualApr 2022 to Dec 2024
- Association of American Medical CollegesFeb 2008 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8031483
- Firm CRD
- 140599