Joe Larson Email & Phone Number

Fargo, Nd

Waddell & Reed has been working with individuals and businesses for over 80 years.I really enjoy helping my clients pursue their financial goals. No two people are the same when it comes to their personal goals and objectives. For this reason a large portion of what I do involves financial planning. It's not uncommon that when you ask someone what a financial advisor does, they'll tell you they sell products. I look at it differently. I believe a financial advisor should be someone… Show more Waddell & Reed has been working with individuals and businesses for over 80 years.I really enjoy helping my clients pursue their financial goals. No two people are the same when it comes to their personal goals and objectives. For this reason a large portion of what I do involves financial planning. It's not uncommon that when you ask someone what a financial advisor does, they'll tell you they sell products. I look at it differently. I believe a financial advisor should be someone who listens to his clients, uses the planning process to help the client discover any underlying problems/issues and then offers strategies to address the problems/issues. I believe it should never be product first. Getting to know and understand my clients is something I really enjoy. I serve individuals and businesses in all areas of financial management, including:Retirement planningEstate planningRisk managementEducation fundingInvestment PlanningEmployee and executive benefitsIf you have questions or would like to discuss your situation in detail, please call me at 701-282-4225 x102.Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit https://www.waddell.com/disclosures-privacy/terms-and-conditions#Social for additional information on Waddell & Reed’s social media policies. Show less