Larson Financial Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Larson Financial is a St. Louis-based financial services firm that serves high-net-worth individuals with tailored, long-term guidance across the wealth-management spectrum. Its approach emphasizes holistic financial planning to help clients navigate complex financial landscapes, protect their assets, and pursue enduring success. The firm provides a broad range of services, including asset protection, investment management, tax planning, retirement planning, risk management, and estate planning, as well as related areas such as employee benefits and pensions, contract negotiation, and mortgage planning. By integrating these disciplines, Larson Financial aims to offer comprehensive guidance across its clients’ financial lives.

Headquartered in downtown St. Louis, Missouri, the company operates within the financial services industry as a holistic wealth adviser focused on asset preservation and growth. The organization has expanded through strategic moves in recent years, including relocating its headquarters to downtown St. Louis in 2022 and acquiring other advisory firms such as Midwest Wealth in 2022. In 2025, affiliated entities announced a 1,738-bed student housing project near Texas A&M University, reflecting activity beyond traditional advisory services.

Find Larson Financial employees' phone numbers or email addresses

Larson Financial Global Highlights

Location
Employees

North America
236

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  • United States Of America
    236

Asia
4

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  • Philippines
    2
  • India
    2

Larson Financial's Leadership

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    P. L.
    Ceo
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  • Stylized image of a person
    E. R.
    COO, Doctors Only & President, Larson Financial Group
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    S. L.
    CFO
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    D. G.
    Chief Marketing Officer
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    R. S. M.
    Chief Compliance Officer ("cco")/Finop
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    C. H.
    Chief Operating Officer
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    D. G.
    Chief Of Staff
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  • Stylized image of a person
    S. L.
    President
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Larson Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Community & Social Services
  • Human Resources
  • Other
  • Consultant

Contact profiles from Larson Financial

Name
Title
Contact Info
Location
Last Update
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    P. L.
    Ceo
    Phone icon
    United StatesMissouri
    May 27, 2026
  • Stylized image of a person
    J. P. K.
    Partner/ Financial Advisor
    Phone icon
    United StatesMissouri
    Apr 17, 2026
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    A. J. F.
    Partner And Senior Advisor
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    May 28, 2026
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    J. K.
    Senior Executive Assistant To Ceo
    Phone icon
    United StatesMissouri
    May 30, 2026
  • Stylized image of a person
    D. G.
    Chief Marketing Officer
    Phone icon
    United StatesMissouri
    Apr 15, 2026
  • Stylized image of a person
    R. S. M.
    Chief Compliance Officer ("cco")/Finop
    Phone icon
    United StatesMissouri
    Apr 17, 2026
  • Stylized image of a person
    R. F.
    Partner And Senior Financial Advisor
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    United StatesMinnesota
    Mar 24, 2026
  • Stylized image of a person
    E. R.
    COO, Doctors Only & President, Larson Financial Group
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    United StatesMichigan
    Jan 19, 2026
  • Stylized image of a person
    B. L.
    Partner, Senior Financial Advisor
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    United StatesMissouri
    Apr 14, 2026
  • Stylized image of a person
    B. M.
    Owner Founder
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Larson Financial known for?

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Larson Financial was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 100 North Broadway Floor 17 St. Louis, Missouri 63102 United States; you can contact the main corporate office by phone at . Explore Larson Financial's company overview page for more information.

What is Larson Financial's most common email format?

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Larson Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Larson Financial email formats with LeadIQ.

How many employees does Larson Financial have currently?

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Larson Financial has approximately 180 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Larson Financial's key employees and leadership?

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As of June 2026, Larson Financial's key employees include:

  • Ceo: P. L.
  • COO, Doctors Only & President, Larson Financial Group: E. R.
  • CFO: S. L.
  • Chief Marketing Officer: D. G.
  • Chief Compliance Officer ("cco")/Finop: R. S. M.

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