Brady
Petersen

Larson Financial Group, LLC

CRD#5315112
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Brady Petersen is a certified financial planner working in Pittsburgh, Pennsylvania, with a total of 11 years of financial industry experience. Petersen is currently employed by Larson Financial Group, LLC. The advisor has gained experience at First Trust Portfolios L.P, Larson Financial Group and Larson Financial Securities. Petersen has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Pennsylvania. Larson Financial Group, LLC is a company based in Pittsburgh, Pennsylvania. The company has offices in 24 locations and a total of 157 people on staff. It manages $1 billion in total assets across its 17,516 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 17,516 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. The company offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely vary depending on the type of financial services provided. Fee types billed by Larson Financial Group, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6425 Living Place 2Nd Floor
Pittsburgh, PA 15206

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Larson Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,111,921,000

PA Average: $11,469,110,461
Total Number of Employees

135

PA Average: 458
Total Number of Accounts

16,114

PA Average: 33,415
Average Account Size

$69,003

PA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brady Petersen Work History

Brady has 11 years of experience.

2011 - Present (8 years)

Larson Financial Group

2011 - Present (8 years)

Larson Financial Securities

2007 - 2011 (4 years)

First Trust Portfolios L.P

Disclosures

Brady Petersen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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