Lars
Landrie

Moss Adams Wealth Advisors LLC

CRD#1967590
Investment Advisor
in Everett, WA

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About this Advisor

Lars Landrie is a financial advisor based in Everett, Washington, working with Moss Adams Wealth Advisors LLC. Lars has previously held positions at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Lars has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Texas, and Washington. Currently, Lars is part of Moss Adams Wealth Advisors LLC, which operates out of Everett, Washington. The firm has 11 offices and 68 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Moss Adams Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2707 Colby Ave Ste 801
Everett, WA 98201

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,914,488,888

WA Average: $3,566,627,242
Total Number of Employees

68

WA Average: 46
Total Number of Accounts

4,226

WA Average: 1,499
Average Account Size

$926,287

WA Average: $2,379,338

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

Lars Landrie Work History

2020 - Present (4 years)

Moss Adams Securities & Insurance LLC

2005 - Present (19 years)

Moss Adams Securities & Insurance LLC

2001 - Present (23 years)

Moss Adams Wealth Advisors LLC

Disclosures

Please visit the SEC profile of Lars Landrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moss Adams Wealth Advisors LLC

Brandon Zilles
Seattle, WA
Scott Comfort
Seattle, WA
Colten Christianson
Seattle, WA
Charles Stermetz
Campbell, CA
Christopher Waetzig
Seattle, WA
Lindsay Stuart
Portland, OR
Dominic Cellitti
Seattle, WA
Emily Paukert
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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