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Michael Larlee, Cfp®, Crpc® Email & Phone Number

Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson and Co at D.A. Davidson & Co.
Location: Portland, Oregon, United States 4 work roles 2 schools
1 work email found @davidsoncompanies.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email m****@davidsoncompanies.com
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Current company
D.A. Davidson & Co.
Role
Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson and Co
Location
Portland, Oregon, United States
Company size
1444 employees

Who is Michael Larlee, Cfp®, Crpc®? Overview

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Quick answer

Michael Larlee, Cfp®, Crpc® is listed as Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson and Co at D.A. Davidson & Co., a with 1444 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at davidsoncompanies.com and a matched LinkedIn profile for Michael Larlee, Cfp®, Crpc®.

Michael Larlee, Cfp®, Crpc® previously worked as Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson & Co at D.A. Davidson & Co. and Vice President, Financial Advisor at Merrill Lynch. Michael Larlee, Cfp®, Crpc® holds B.A., Economics & Business from Westmont College.

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Email format at D.A. Davidson & Co.

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*@davidsoncompanies.com
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AeroLeads found 1 current-domain work email signal for Michael Larlee, Cfp®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Michael Larlee, Cfp®, Crpc®

With strategic thinking, individual attention, and backed by the reputation and resources of locally-based D.A. Davidson, Kerr-Larlee Wealth Management offers a fresh perspective to wealth management. Our time-tested strategies are based on research, insight, and keen listening to ensure that your plan is customized to your unique situation and objectives. Because we know that time is one of your most valuable resources, we deliver the depth of information you desire, when you need it, and in the form that you prefer. We are accessible, involved and responsive. You don't get a call center when you pick up the phone. You get us. Let's start the conversation about your specific goals. Contact us at 503-863-5053, or email mlarlee@dadco.com or kerrlarleewm@dadco.com

Listed skills include Investments, Retirement Planning, Retirement, Leadership, and 23 others.

Current workplace

Michael Larlee, Cfp®, Crpc®'s current company

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D.A. Davidson & Co.
D.A. Davidson & Co.
Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson and Co
Portland, OR, US
Website
davidsoncompanies.com
Employees
1444
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4 roles

Michael Larlee, Cfp®, Crpc® work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor At Kerr Larlee Wealth Management | Members Of D.A. Davidson And Co

D.A. Davidson & Co.

Portland, Or, Us

Vice President, Financial Advisor At Kerr Larlee Wealth Management | Members Of D.A. Davidson & Co

Current
D.A. Davidson & Co.

Portland, Oregon Area

CERTIFIED FINANCIAL PLANNER (tm)CHARTERED RETIREMENT PLANNING COUNSELOR (sm)CFP® designation awarded by the Certified Financial Planner Board of Standards, IncMichael is licensed to work with clients in: AZ, CA, CO, GA, HI, ID, MT, NV, OR, TN, TX, UT, WA

Apr 2015 - Present

Vice President, Financial Advisor

Merrill Lynch

Portland, Oregon Area

- Design, implement, and monitor comprehensive, long term, financial planning based strategies - Establish and advise on employee retirement and cash management plans for businesses and organizations- Create strategies for managing, utilizing, and paying down a variety of liability/lending sources

May 2006 - Apr 2015

Taxable Bond Trading - Avp

Seattle Northwest Securities

- Institutional bond sales & trading- Financial market research & reporting

Feb 2003 - May 2006
Team & coworkers

Colleagues at D.A. Davidson & Co.

Other employees you can reach at davidsoncompanies.com. View company contacts for 1444 employees →

MG Marlene Goodrich Marlene Goodrich Colleague at D.A. Davidson & Co.Lewiston, Idaho, United States View → DC Daniel Cairns, Cfp, Cima, Cpwa, Ricp Daniel Cairns, Cfp, Cima, Cpwa, Ricp Colleague at D.A. Davidson & Co.Roseville, California, United States View → RF Robert Fischer, Cfa Robert Fischer, Cfa Colleague at D.A. Davidson & Co.Seattle, Washington, United States View → MC Michael C Campos Michael C Campos Colleague at D.A. Davidson & Co.Lexington, South Carolina, United States View → CL Cameron Lawler, Jd. Mba Cameron Lawler, Jd. Mba Colleague at D.A. Davidson & Co.Roseburg, Oregon, United States View → CM Christopher Mcclowry Christopher Mcclowry Colleague at D.A. Davidson & Co.Jupiter, Florida, United States View → RC Rick Coen Rick Coen Colleague at D.A. Davidson & Co.Eugene, Oregon, United States View → MN Manuel Navas Manuel Navas Colleague at D.A. Davidson & Co.New York, United States View → DT Danielle Thies, Cfp® Danielle Thies, Cfp® Colleague at D.A. Davidson & Co.Claremont, California, United States View → GW Gregg Whelan Gregg Whelan Colleague at D.A. Davidson & Co.Long Beach, California, United States View →
2 education records

Michael Larlee, Cfp®, Crpc® education

Education record

Grant Hs
FAQ

Frequently asked questions about Michael Larlee, Cfp®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Michael Larlee, Cfp®, Crpc® work for?

Michael Larlee, Cfp®, Crpc® works for D.A. Davidson & Co..

What is Michael Larlee, Cfp®, Crpc®'s role at D.A. Davidson & Co.?

Michael Larlee, Cfp®, Crpc® is listed as Vice President, Financial Advisor at Kerr Larlee Wealth Management | Members of D.A. Davidson and Co at D.A. Davidson & Co..

What is Michael Larlee, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @davidsoncompanies.com for Michael Larlee, Cfp®, Crpc® at D.A. Davidson & Co..

Where is Michael Larlee, Cfp®, Crpc® based?

Michael Larlee, Cfp®, Crpc® is based in Portland, Oregon, United States while working with D.A. Davidson & Co..

What companies has Michael Larlee, Cfp®, Crpc® worked for?

Michael Larlee, Cfp®, Crpc® has worked for D.A. Davidson & Co., Merrill Lynch, and Seattle Northwest Securities.

Who are Michael Larlee, Cfp®, Crpc®'s colleagues at D.A. Davidson & Co.?

Michael Larlee, Cfp®, Crpc®'s colleagues at D.A. Davidson & Co. include Marlene Goodrich, Daniel Cairns, Cfp, Cima, Cpwa, Ricp, Robert Fischer, Cfa, Michael C Campos, and Cameron Lawler, Jd. Mba.

How can I contact Michael Larlee, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for Michael Larlee, Cfp®, Crpc® at D.A. Davidson & Co., including work email, phone, and LinkedIn data when available.

What schools did Michael Larlee, Cfp®, Crpc® attend?

Michael Larlee, Cfp®, Crpc® holds B.A., Economics & Business from Westmont College.

What skills is Michael Larlee, Cfp®, Crpc® known for?

Michael Larlee, Cfp®, Crpc® is listed with skills including Investments, Retirement Planning, Retirement, Leadership, Financial Advisory, Life Insurance, Finance, and College Savings Plans.

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