Lpl Financial LLC

Investment Advisor
in Denver, CO
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About this Advisor

Chad Larsen is a financial advisor based in Denver, Colorado. Currently a registered financial advisor at Lpl Financial LLC, Larsen has 13 years of professional experience. Larsen holds a Series 63 license, qualifying them as a securities broker. Larsen is able to operate in Colorado. Throughout their career, they have worked at Nrp Advisors, Inc, Moreton & Company, Nrp Financial Inc, Lpl Financial LLC, Independent Financial Partners and Global Retirement Partners, LLC. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 other brick-and-mortar locations throughout the nation. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

4600 S. Ulster St, Suite 550
Denver, CO 80237

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


CO Average: $16,012,751,954
Total Number of Employees


CO Average: 118
Total Number of Accounts


CO Average: 4,567
Average Account Size


CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Chad Larsen Work History

Chad has 13 years of experience.

2015 - Present (4 years)

Global Retirement Partners, LLC

2010 - Present (9 years)

Lpl Financial LLC

2010 - 2015 (5 years)

Independent Financial Partners

2008 - 2010 (2 years)

Nrp Advisors, Inc

2007 - 2010 (3 years)

Nrp Financial Inc

2005 - 2010 (5 years)

Moreton & Company


Chad Larsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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