President · Larsen Wealth Management
Kayle E. Larsen
CRD 2877627 · Named on Form ADV at one SEC-registered adviser
At a glance
Larsen Wealth Management, an SEC-registered wealth manager based in EL Dorado Hills, CA with $172 million in regulatory assets, lists Kayle E. Larsen on its Form ADV as President, a control person.
Firms and roles
- Larsen Wealth ManagementPresidentWealth manager · EL Dorado Hills, CA · $172M in regulatory assets
AtlasMembers
Kayle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kayle’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
- 3 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.
Colleagues named on the same filings
- Michael B. HaskinsChief Compliance Officer, Larsen Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kayle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.