Bruce Larsen Email & Phone Number
Senior Financial Planner @ Colorado Wealth Group
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Bruce Larsen Location
- Englewood, CO, US
Bruce Larsen Work
- Senior Financial Planner @ (August 2020 - Present)
- Lead Developer @ (September 2019 - Present)
- Financial Advisor @ (March 2010 - August 2020)
- Financial Advisor @ (July 2009 - March 2010)
- Financial Advisor @ (November 1998 - February 2009)
Bruce Larsen Education
- University of Wyoming
BS (Accounting)
1984-1988
Bruce Larsen Skills
- Retirement Planning
- Finance
- Portfolio Management
- Series 7
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investments
- Mutual Funds
- Financial Planning
- Asset Management
- Series 63
- Asset Allocation
- 401k
- Fixed Annuities
- 401(k) Retirement Savings Plans
- Alternative Investments
- Insurance
- Author
- Training
- Accounting
- Financial Reporting
- 401k Retirement Savings Plans
- Financial Analysis
- Public Speaking
- Microsoft Office
- Leadership
- Trading
- Social Security Planning
- 401 Retirement Savings Plans
Bruce Larsen Summary
- Bruce Larsen, based in Englewood, CO, US, is currently a Senior Financial Planner at Colorado Wealth Group. Bruce Larsen brings experience from previous roles at Tax Acuity, Presidential Brokerage, VALIC and BofA Merrill Lynch. Bruce Larsen holds a 1984 - 1988 BS in Accounting @ University of Wyoming. With a robust skill set that includes Retirement Planning, Finance, Portfolio Management, Series 7, Retirement and more. Bruce Larsen has 2 emails and 3 mobile phone numbers on RocketReach.
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