Adviser and broker representative · Larson Financial Group, LLC
Kathleen Santiago
CRD 6405441 · Greenwood Village, CO
At a glance
Kathleen Santiago is an investment adviser representative with Larson Financial Group, LLC in Greenwood Village, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2015, about 11 years ago. Kathleen is also registered as a broker representative.
Current advisory firm
- Larson Financial Group, LLCSince June 2024Greenwood Village, CO · $5.5B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kathleen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Larson Financial Group, LLC
- Matthew R. LavoieGreenwood Village · Chartered Financial Analyst
- Darin D. ArchboldSaint Louis
- Andrew T. BakerSaint Louis
- Brandon L. BarfieldWoodstock
- Jan M. BarnesSaint Louis
- Gavin E. BizeauIndianapolis
- Blake D. BredensteinerSaint Louis
- Nathan BurkSaint Louis
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