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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
244

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  • United States Of America
    244

Asia
4

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  • Philippines
    3
  • India
    1

Larson Financial's Leadership

  • Stylized image of a person
    C. H.
    Chief Operating Officer
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  • Stylized image of a person
    B. S.
    Founder
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  • Stylized image of a person
    B. M.
    Owner Founder
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  • Stylized image of a person
    R. L.
    Owner
    Phone icon
  • Stylized image of a person
    C. U.
    Director Of Information Technology
    Phone icon
  • Stylized image of a person
    L. W.
    Controller Larson Capital Management / Larson Commercial Real Estate
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  • Stylized image of a person
    J. N.
    Client Service Manager
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  • Stylized image of a person
    K. M.
    Client Service Manager
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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
  • Stylized image of a person
    B. M.
    Owner Founder
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    B. S.
    Founder
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. H.
    Chief Operating Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. L.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. U.
    Director Of Information Technology
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    L. W.
    Controller Larson Capital Management / Larson Commercial Real Estate
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    J. N.
    Client Service Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    K. M.
    Client Service Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    N. S.
    Accounting Manager
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    Oct 21, 2024
  • Stylized image of a person
    A. W.
    Portfolio Management Manager
    Phone icon
    May 30, 2026

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; 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 July 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 July 2026, Larson Financial's key employees include:

  • Chief Operating Officer: C. H.
  • Founder: B. S.
  • Owner Founder: B. M.
  • Owner: R. L.
  • Director Of Information Technology: C. U.

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