Disclosures Larson Capital Management: Investment advisory services are provided by Larson Capital Management, LLC, an investment advisor registered with the Securities and Exchange Commission. This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. … Continued
Wealth Advisor Michaela Speer graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne she was a four-year starter for their nationally ranked volleyball team, which made an appearance in the Final Four. Michaela holds her Certified Financial Planning® (CFP®) and Charted Financial Consultant® (ChFC®) designations, is registered with the Securities … Continued
Financial Advisor Dave began his career in financial advising in 2006 as he became more aware of the amount of stress finances can have in peoples lives. Dave helps physicians fully utilize their resources so they can focus on their patients and better enjoy their time away from work. He is registered with the Securities … Continued
Senior Financial Advisor Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. … Continued
Customer Relationship Summary (“Form CRS”) Please click the link(s) below to access a printable pdf version of the Customer Relationship Summary (Form CRS):
Privacy Policy California residents, click here. Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC/MSRB. We respect the privacy of our newsletter subscribers, clients, contacts, those who answer our surveys, and those who fill out our questionnaires. It is our policy: 1. Choice and consent. To … Continued
How the OBBBA Expands Education and Tax Planning Opportunities By Steve Moro, Director of Larson Tax Partners, LLC The One Big Beautiful Bill Act (OBBBA) introduced several significant changes to 529 plans. These are aimed at expanding their utility and accessibility for taxpayers. Below is a detailed summary of the modifications: These changes reflect the … Continued
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