Unclaimed Profile

Erik Jens Larsen

THE RETIREMENT GROUP, LLC·SAN DIEGO, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 6521 years registeredTHE RETIREMENT GROUP, LLC

5414 OBERLIN DR., SAN DIEGO, CA 92121CRD# 4851114Firm CRD# 148296

Profile Verification

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

Identity

Erik Jens Larsen · SAN DIEGO, CA

Registration

CRD #4851114 · THE RETIREMENT GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FARTHER

Aug 2023 – present

LPL FINANCIAL LLC

Sep 2019 – Jun 2023

SAN DIEGO, CA

THE RETIREMENT GROUP, LLC

Jan 2018 – Aug 2019

SAN DIEGO, CA

THE RETIREMENT GROUP, LLC

Dec 2008 – Dec 2017

SAN DIEGO, CA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Apr 2005 – May 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 18, 2005

Years registered · 21

Disclosure History

2009Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE RETIREMENT GROUP, LLC

CRD 148296 · SEC 801-69578

AUM

$544M

Regulatory assets under management

Employees

1,773 client accounts

Services offered by THE RETIREMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE RETIREMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Erik Jens Larsen offer?

Erik Jens Larsen specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Erik Jens Larsen's credentials?

Erik Jens Larsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Jens Larsen located?

Erik Jens Larsen is based in SAN DIEGO, California, working with THE RETIREMENT GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Erik Jens Larsen charge for services?

Erik Jens Larsen's firm is compensated through percentage of aum, hourly charges, other: up front fees for certain types of accts. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE RETIREMENT GROUP, LLC?

THE RETIREMENT GROUP, LLC has approximately 30 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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