Our Wealth Management Advisors
Brad Larsen , AIF, NQPC, CHSA, CKP
Managing Director, Wealth and Retirement
Brad Larsen is a prominent figure in the Wealth Management and Retirement Plan industry, currently serving as the Managing Director of Wealth & Retirement at NFP. With over 30 years of experience as an investment advisor, Brad specializes in financial planning, investments, and asset protection strategies. He is a subject matter expert when it comes to managing and designing both qualified and non-qualified retirement plans. Brad's extensive expertise in institutional investment planning, coupled with his dedication to providing unbiased investment advice, makes him a trusted authority in the field. He is committed to empowering individuals and families to effectively manage their personal finances and retirement savings. Brad collaborates closely with individuals and families to create investment strategies that support their broader financial goals. Brad holds a Series 65 license (NASAA-Investment Advisors Law Exam) and is licensed in life, health, and variable annuity insurance. He earned his Bachelor of Science in Business Administration from the University of Florida. GO GATORS! In his spare time, Brad enjoys golfing, fishing, gardening and boating. Brad's commitment to excellence and client-focused approach have established him as a leader in wealth management and retirement planning.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures