Marshall Larsen
Larsen Financial Services · Geraldine, Montana
Marshall Larsen is a fee-only financial advisor at Larsen Financial Services in Geraldine, Montana. Larsen Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Larsen Financial Services |
|---|---|
| Based in | Geraldine, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.9M across 23 accounts |
| SEC registration | Investment adviser representative in MT · CRD 4492911 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Marshall's firm compares
- Larsen Financial Services's average account is about $215,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Marshall
Is Marshall Larsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and Larsen Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marshall charge for financial advice?
Marshall's firm, Larsen Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Marshall Larsen based?
Marshall Larsen is based in Geraldine, Montana.
Is Marshall Larsen registered with the SEC?
Yes. Marshall Larsen is registered as an investment adviser representative in MT (CRD 4492911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Larsen Financial Services manage?
Larsen Financial Services reports $4.9M across 23 accounts in assets under management.
How do I contact Marshall Larsen?
Contact details aren't on file yet. Search for Larsen Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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