Unclaimed Profile

Kyle Edward Wort

LARSON CAPITAL MANAGEMENT, LLC·CHESTERFIELD, Missouri

SIE, Series 6, Series 7, Series 63, Series 6513 years registeredLARSON CAPITAL MANAGEMENT, LLC

14567 NORTH OUTER 40, CHESTERFIELD, MO 63017CRD# 5645511Firm CRD# 301971

Profile Verification

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

Identity

Kyle Edward Wort · CHESTERFIELD, MO

Registration

CRD #5645511 · LARSON CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

LARSON FINANCIAL GROUP, LLC

Sep 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 6, 2012

Years registered · 13

Disclosure History

2015Customer Dispute·Denied

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

LARSON CAPITAL MANAGEMENT, LLC

CRD 301971 · SEC 801-116807

AUM

$833M

Regulatory assets under management

Employees

47 client accounts

Services offered by LARSON CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at LARSON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Edward Wort offer?

Kyle Edward Wort specializes in Retirement Planning. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Kyle Edward Wort's credentials?

Kyle Edward Wort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Edward Wort located?

Kyle Edward Wort is based in CHESTERFIELD, Missouri, working with LARSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Kyle Edward Wort charge for services?

Kyle Edward Wort's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LARSON CAPITAL MANAGEMENT, LLC?

LARSON CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $833M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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