Brad Larsen, PRP, CHSA®, C(k)p®, AIF®
Managing Director
Brad Larsen is a prominent figure in the Wealth Management, Executive Benefits and Retirement Plan industry, currently serving as Managing Director, Wealth & Retirement at Wealthspire. With over 30 years of experience as an investment advisor, Brad specializes in financial planning, investments, and asset protection strategies. He is a subject matter expert when it comes to managing and designing both qualified and nonqualified retirement plans.
Brad’s extensive expertise in institutional investment planning, coupled with his dedication to providing unbiased investment advice, makes him a trusted authority in the field. He is committed to empowering organizations, individuals and families to effectively manage their finances and retirement savings. Brad collaborates closely with organizations, individuals and families to create investment strategies that support their broader financial goals.
Brad holds a Series 65 license (NASAA-Investment Advisors Law Exam) and is licensed in life, health, and variable annuity insurance. He earned his Bachelor of Science in Business Administration from the University of Florida. GO GATORS! In his spare time, Brad enjoys golfing, fishing, and boating.
Brad’s commitment to excellence and client-focused approach have established him as a leader in wealth management and retirement planning.
Brad’s extensive expertise in institutional investment planning, coupled with his dedication to providing unbiased investment advice, makes him a trusted authority in the field. He is committed to empowering organizations, individuals and families to effectively manage their finances and retirement savings. Brad collaborates closely with organizations, individuals and families to create investment strategies that support their broader financial goals.
Brad holds a Series 65 license (NASAA-Investment Advisors Law Exam) and is licensed in life, health, and variable annuity insurance. He earned his Bachelor of Science in Business Administration from the University of Florida. GO GATORS! In his spare time, Brad enjoys golfing, fishing, and boating.
Brad’s commitment to excellence and client-focused approach have established him as a leader in wealth management and retirement planning.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
