Claim Profile
Unclaimed Profile
BL

Brenda Sue Larson

SMEAD CAPITAL MANAGEMENT, INC.·SEATTLE, Washington
SIE, Series 7, Series 63Clean recordSMEAD CAPITAL MANAGEMENT, INC.
1411 FOURTH AVENUE, SEATTLE, WA 98101CRD# 4773735Firm CRD# 143567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brenda Sue Larson · SEATTLE, WA
Registration
CRD #4773735 · SMEAD CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567 · SEC 801-67839
AUM
$6.1B
Regulatory assets under management
Employees
17
87 client accounts
Services offered by SMEAD CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Brenda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brenda is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Brenda Sue Larson offer?
Brenda Sue Larson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Brenda Sue Larson's credentials?
Brenda Sue Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brenda Sue Larson located?
Brenda Sue Larson is based in SEATTLE, Washington, working with SMEAD CAPITAL MANAGEMENT, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Brenda Sue Larson charge for services?
Brenda Sue Larson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMEAD CAPITAL MANAGEMENT, INC.?
SMEAD CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →