Blog

Financial Planning

The 4-Step Process to Becoming a Certified Financial Planner

The Certified Financial Planner certification has become the standard of excellence in financial planning, and getting your CFP® certification will help you stand out as

September 13, 2021 No Comments

Larson Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LarsonWealth Management and its representatives are properly licensed or exempted. This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. No advice may be rendered by LarsonWealth Management unless a client services agreement has been properly executed. This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor.

Third-party custody services are provided by SEI Private Trust Company (www.seic.com) and Altruist Financial LLC. (www.altruist.com). Larson Wealth Management, LLC is independent of all custodians and has no legal affiliation with any asset custodian. These third-party custodians are compensated according to their own fee schedules that are separate from fees charged by Larson Wealth Management, LLC. No compensation is paid by these custodians to Larson Wealth Management.

*Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Investments in securities involves risk. Securities are not FDIC insured, are not guaranteed by any bank, and are not insured by any state or federal agency. Securities may lose value, including loss of principal. Past performance of any security or index is not a guarantee of future investment performance.

Larson Wealth Management is an independent Registered Investment Advisor (RIA).

4500 S. Lakeshore Dr.

Mon - Fri 8:00 - 5:00

(480) 699-5540

Blog

The 4-Step Process to Becoming a Certified Financial Planner

CATEGORIES

LOCATION

Don C. Larson, CFP®, MBA