Unclaimed Profile

Robert Paul Larsen

BTC CAPITAL MANAGEMENT, INC.·DES MOINES, Iowa

Series 65Clean record6 years registeredBTC CAPITAL MANAGEMENT, INC.

453 7TH STREET, DES MOINES, IA 50309-3702CRD# 7254847Firm CRD# 127158

Profile Verification

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

Identity

Robert Paul Larsen · DES MOINES, IA

Registration

CRD #7254847 · BTC CAPITAL MANAGEMENT, INC. · 6 years registered

Brand Profile

Not yet started

Career History

BTC CAPITAL MANAGEMENT

Jun 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTC CAPITAL MANAGEMENT, INC.

CRD 127158 · SEC 801-62140

AUM

$3.8B

Regulatory assets under management

Employees

2,543 client accounts

Services offered by BTC CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BTC CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Paul Larsen offer?

Robert Paul Larsen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Robert Paul Larsen's credentials?

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

Where is Robert Paul Larsen located?

Robert Paul Larsen is based in DES MOINES, Iowa, working with BTC CAPITAL MANAGEMENT, INC.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Robert Paul Larsen charge for services?

Robert Paul 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 BTC CAPITAL MANAGEMENT, INC.?

BTC CAPITAL MANAGEMENT, INC. has approximately 18 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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