Nate Larson Email & Phone Number

At Larson Wealth Management, we take a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the experience of our team, we’ll help you take a conservative approach to building and preserving your wealth.Since 2006, I have advised clients and helped them manage their finances in pursuit of their retirement and family legacy goals. I enjoy getting to know my clients and their families and seeing the difference I am able to make in their lives – something that makes my career even more fulfilling.I worked hard to achieve a certification and designation of note: As a CERTIFIED FINANCIAL PLANNER(TM) professional, I have completed the rigorous CFP® certification process and have agreed to abide by the CFP board’s Code of Ethics and Professional Responsibility and Rules of Conduct – which put clients’ interests first – and I continue to meet ongoing certification renewal requirements. To become an Accredited Asset Management Specialist(SM) designee, I completed a rigorous course of study, passed an examination that demonstrated my ability to synthesize complex concepts and apply theoretical concepts to real-life financial situations, and agreed to adhere to standards of professional conduct. Each of these achievements helps to show the depth of professionalism clients can expect from me.I am a graduate of Concordia College in Moorhead, MN, with a B.A. in accounting. I am also a native of Alexandria, and am a member of Alexandria Covenant Church. When not in the office, I enjoy spending time with my wife, April, and our two children. I also enjoy golfing, coaching hockey and fishing.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Financial Planning, Investments, Portfolio Management, Retirement Planning, and 6 others.

• Financial Advisor

  Raymond James Financial Services

  Jul 2015 - Present - Greater Minneapolis-St. Paul Area

  • Advise clients on personalized financial plans and investment solutions by utilizing knowledge of tax and investment strategies, securities, insurance, trusts, pension and retirement plans. • Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies that are appropriate to the clients' circumstance, risk tolerance and goals.• Build and maintain client relationships to provide service that is in the best… Show more • Advise clients on personalized financial plans and investment solutions by utilizing knowledge of tax and investment strategies, securities, insurance, trusts, pension and retirement plans. • Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies that are appropriate to the clients' circumstance, risk tolerance and goals.• Build and maintain client relationships to provide service that is in the best interest of the client and their family and accurately determine when changes need to be made.• Implement financial planning recommendations in an individualized financial plan based on the client information and goals discussed, market research tools, personalized reports, and support assistance offered by Raymond James.• Manage branch team by supervising office activity, current projects, business financials, client and branch reports, client correspondence, and progress toward marketing goals.• Monitor financial market trends to ensure that individual and business plans are effective, and to identify any necessary updates.• Maintain an in depth understanding of current compliance and regulatory industry policies.• Commit to ongoing business development training by continuously seeking opportunities for personal growth, continuing education, and industry education.• Maintain current licensures as required by the industry, including Series 7 and 63.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Larson Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial services, Inc. Show less