Brent W. Robbs, Cpa/Pfs, Cfp®, Cepa Email & Phone Number

Brent Robbs is a tax accountant and wealth manager with significant experience helping high net worth individuals and businesses. Brent specializes in individual, estate, trust, gift, and corporate tax planning, advanced charitable giving strategies, and diversification strategies for equity-based compensation plans and concentrated equity positions. Brent is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, and Certified Exit Planning Advisor. Brent also maintains his Series 7, General Securities Representative, Series 66, Uniform Combined State Law, and Life, Health, and Variable Contracts Insurance Licenses with Long-Term Care.Larson Financial Holdings exists to Empower All To Flourish and we believe that is best done by focusing on our Colleagues, Clients and Communities by being a one-stop resource for them in all areas of their financial lives. We recognize the complexities that face investors, so we have created a platform that supports over 100 Advisors across over 30 states with over $4 billion of assets managed and are one of the fastest growing integrated financial companies in the country.Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor.Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services.

Listed skills include Wealth Management, High Net Worth Individuals, Income Tax, Finance, and 2 others.

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  University Of Illinois Urbana-Champaign

  Accountancy