Unclaimed Profile

Kayle Erik Larsen

LWM ADVISORS INC·EL DORADO HILLS, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 65, Series 99TOCFPClean record27 years registeredLWM ADVISORS INC

5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, CA 95762CRD# 2877627Firm CRD# 146620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kayle Erik Larsen · EL DORADO HILLS, CA

Registration

CRD #2877627 · LWM ADVISORS INC · 27 years registered

Brand Profile

Not yet started

Career History

LARSEN WEALTH MANAGEMENT

Oct 2023 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2007 – Oct 2023

El Dorado Hills, CA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Aug 2007

SACRAMENTO, CA

MORGAN STANLEY

Aug 1998 – Apr 2007

EL DORADO HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · August 24, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LWM ADVISORS INC

CRD 146620 · SEC 801-127193

AUM

$120M

Regulatory assets under management

Employees

454 client accounts

Services offered by LWM ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LWM ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Kayle Erik Larsen offer?

Kayle Erik Larsen specializes in Financial Planning, Investment Management. Contact their office in EL DORADO HILLS, California for a consultation.

What are Kayle Erik Larsen's credentials?

Kayle Erik Larsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kayle Erik Larsen located?

Kayle Erik Larsen is based in EL DORADO HILLS, California, working with LWM ADVISORS INC. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.

How does Kayle Erik Larsen charge for services?

Kayle Erik Larsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LWM ADVISORS INC?

LWM ADVISORS INC has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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