Larson, Orlan Blaine

The firm works with individuals, small businesses, and trusts to provide investment portfolio management and broader financial advice, including retirement planning, estate planning, insurance review, and tax planning. It managed $39.6 million in discretionary client accounts as of December 31, 2025 and also administers additional family and non‑managed accounts for reporting or operational purposes.

The firm structures client portfolios around customized asset‑allocation models that draw on U.S. and international equities, fixed income, real‑estate vehicles, MLPs, ETFs, mutual funds and options, with allocations set by age, risk tolerance and client objectives. It operates on a fee‑based percentage‑of‑AUM model with quarterly billing, uses Charles Schwab as custodian, and relies on portfolio management software (currently PortfolioCenter, transitioning to Advyzon) to value accounts for fees, including accrued interest and unsettled trades.

A notable feature is an affiliation with a related tax and accounting business (OB Larson & Associates, LLC); the firm’s representatives are IRS‑enrolled agents and provide tax return preparation and IRS representation to some clients, though use of those services is not required. The firm is small and appointment‑based, maintains several family and non‑managed accounts (including a Schwab “master account” arrangement) and at times aggregates personal and client trades in block orders, which affects its trade allocation practices.