Tom Larson

Tom Larson Email and Phone Number

Vice President Dunnavan & Co. | Portfolio Management & Investment Counsel | Retirement and Financial Planning | @ Dunnavan & Co. Investment Counsel
minneapolis, minnesota, united states
Tom Larson's Location
Minneapolis, Minnesota, United States, United States
Tom Larson's Contact Details

Tom Larson personal email

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Tom Larson phone numbers

About Tom Larson

*Guiding clients through a financial planning process centered on their personal values and life goals.*Disciplined and transparent investment process connecting investments with purpose and values.*Content expert in college planning and funding strategies, helping families save money on college. I am a financial adviser who loves to help clients connect their values and goals with their finances. I remind clients that money will not help you find your purpose but it will help you FUND your purpose. I believe when life goals and values are in alignment with investment decisions and financial behaviors clients will be on the right path for their future. As a former Director of Admission at several schools, I have developed content expertise in college planning and funding strategies. I have over thirty years experience working with families to develop a wise and sustainable strategy to pay for college.

Tom Larson's Current Company Details
Dunnavan & Co. Investment Counsel

Dunnavan & Co. Investment Counsel

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Vice President Dunnavan & Co. | Portfolio Management & Investment Counsel | Retirement and Financial Planning |
minneapolis, minnesota, united states
Website:
dunnavan.com
Employees:
6
Tom Larson Work Experience Details
  • Dunnavan & Co. Investment Counsel
    Vice President
    Dunnavan & Co. Investment Counsel Jan 2019 - Present
    Greater Minneapolis-St. Paul Area
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  • Thrivent Financial
    Financial Associate
    Thrivent Financial 2010 - 2018
    North Oaks Mn
    I provide customized financial planning strategies, advice and products in the areas of: • Retirement Income Planning (Social Security and Pension Optimization)• Retirement Accumulation • Investment Management (Mutual Funds, ETFs, Managed Account, and Annuities)• Insurance Planning: Life, Long Term Care and Disability• Tax Planning• Wealth Transfer & Estate Planning• College Planning and Funding Solutions• Charitable Giving• Debt & Cash Flow Management I am licensed to do business in MN and WI.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.
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  • Minnehaha Academy
    Director Of Admission
    Minnehaha Academy 2005 - 2010
    Direct all marketing, recruitment and admission activities for premier Pre K- grade 12 private school. Guided families through admission and financial aid process.
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  • Concordia University, St. Paul
    Director Of Undergraduate Enrollment
    Concordia University, St. Paul 2004 - 2005
    Direct marketing, recruitment and admission activities for traditional and nontraditional enrollment. Coordinate financial aid processes and awards for new students.
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  • Capella University
    Director Of Enrollment
    Capella University 1995 - 2004
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  • Augsburg College
    Associate Director Of Admission
    Augsburg College 1987 - 1995
    View

Tom Larson Education Details

Frequently Asked Questions about Tom Larson

What company does Tom Larson work for?

Tom Larson works for Dunnavan & Co. Investment Counsel

What is Tom Larson's role at the current company?

Tom Larson's current role is Vice President Dunnavan & Co. | Portfolio Management & Investment Counsel | Retirement and Financial Planning |.

What is Tom Larson's email address?

Tom Larson's email address is to****@****ent.com

What is Tom Larson's direct phone number?

Tom Larson's direct phone number is +161234*****

What schools did Tom Larson attend?

Tom Larson attended Augsburg College, Hamline University.

Who are Tom Larson's colleagues?

Tom Larson's colleagues are Alex Krueger, Bradley Cohen.

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