Erik Larsen
Advisor at Farther
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Erik Larsen is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The Retirement Group. Outside of his advisory role, he serves as treasurer and board member for the community organization Center of Universal Light and is involved in family arts and events through Earth, Art, Sound, LLC. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, automatic rebalancing, and a diversified allocation primarily among ETFs, mutual funds, equities, and fixed income.
Client services
Based on Farther
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Based on Farther
Passive / index investing
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Flat annual fee basis (negotiable)
Negotiable up to 2.00% annually
Negotiable up to $1,000 per hour
Location
Sedona, AZ
Most active in
Erik L has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
Farther Finance Advisors
2023 - Present (3 years)
LPL Financial
2019 - 2023 (4 years)
The Retirement Group
2007 - 2019 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Linda R
Series 63, Series 65
Cornville, AZ
Guardian Capital Group LLC
Paul M
Series 63, Series 65
Sedona, AZ
Trust Advisory Group Ltd
Matthew F
CFP®, Series 66
Sedona, AZ
Uptick Partners, LLC
Heidi B
Series 63, Series 66
Cottonwood, AZ
RFG Advisory, LLC
Alexander K
Series 66
Sedona, AZ
Independent Financial Group, LLC
Cristina A
Series 63, Series 65
Munds Park, AZ
AE Wealth Management, LLC
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