Advisor at Larsen Financial Services
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Location
Geraldine, MT
Credentials
Series 66
Industry experience
16 years
Marshall Larsen is the principal advisor at Larsen Financial Services in Geraldine, Montana, with 16 years of industry experience. He holds a Series 66 designation and has been managing his independent advisory firm since 2011. In addition to his advisory work, Larsen serves as chairman and manager of M&D Larsen Farms, a family-owned farming corporation. Larsen Financial Services provides discretionary portfolio management and hourly financial planning to a small group of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm customizes asset allocation and security selection based on clients’ risk tolerance, time horizon, income, and net worth, and manages accounts primarily on a discretionary basis.
1.00% annually, payable quarterly in advance
$95.00 per hour for financial planning and consulting services
Fee-only: $95.00 per hour for financial planning and consulting services
Geraldine, MT
Montana
Larsen Financial Services
2011 - Present (15 years)
M&D Larsen Farms
1988 - Present (38 years)
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