Brad Larsen Email & Phone Number
Managing Director, Wealth and Retirement @ Wealthspire @ Wealthspire Advisors
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Brad Larsen Location
- Palm Beach Gardens, FL, US
Brad Larsen Work
- 2025 -now Managing Director, Wealth and Retirement @ Wealthspire @
- 2021 -now Adjunct Lecturer @
- 2016 -2025 Managing Director - Wealth and Retirement @
- 2016 -2021 Adjuct Lecturer @
- 2009 -2016 Executive Vice President and Shareholder @ ERISA Fiduciary Advisors, Inc.
- 2009 -2011 Board Member @ House of Hope
- 2006 -2009 Director of Retirement Resources @ RSM McGladrey
- 2003 -2006 Regional Pension Consultant @
- 2001 -2003 Regional Vice President - Retirement Plans @ Pan-American Life Insurance Company
- 2000 -2001 Sr. Vice President @ 401k Exchange
- 1989 -1999 VP Sales @
Brad Larsen Education
- University of California, Los Angeles
C(k)P (Behaviorial Finance, Retirement/401(k))
2017-2018 - University of Florida
Bachelor of Science in Business Administration (Member of the Florida Gators Football team 1981-1983)
1981-1985 - Martin County High School
1981
1978-1981
Brad Larsen Skills
- Wealth Management Services
- Executive Benefit Strategies
- Investment Strategies
- Fiduciary Services
- Investment Advisory
- Fiduciary Liability
- Retirement Solutions
- Retirement Plans
- 401k
- Deferred Compensation
- 403b
- 457 Plans
- Profit Sharing
- Defined Benefit
- Investments
- Retirement
- ERISA
- Retirement Planning
- Financial Advisory
- Financial Services
- Investment Management
- Retirement Plan Consulting
- Qualified Retirement Plans
- Insurance
- Employee Benefits
- Management
- Training
- Mergers & Acquisitions
- Mutual Funds
- Strategic Financial Planning
- Pensions
- Asset Allocation
- Financial Planning
- Series 63
- Series 7
- 401(k) Retirement Savings Plans
- Pension Funds
- Sales
- Business Development
- 401K Retirement Savings Plans
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Brad Larsen Summary
- Brad Larsen, based in Palm Beach Gardens, FL, US, is currently a Managing Director, Wealth and Retirement @ Wealthspire at Wealthspire. Brad Larsen brings experience from previous roles at Retirement Plan University, NFP, TPSU - The Plan Sponsor University and ERISA Fiduciary Advisors, Inc.. Brad Larsen holds a 2017 - 2018 C(k)P in Behaviorial Finance, Retirement/401(k) @ University of California, Los Angeles. With a robust skill set that includes Wealth Management Services, Executive Benefit Strategies, Investment Strategies, Fiduciary Services, Investment Advisory and more. Brad Larsen has 2 emails and 1 mobile phone numbers on RocketReach.
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