Larson Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors as we implement and monitor your financial plan.

We have the experience and tools to help strategically formulate your financial plan and keep you on the right path as you go through your retirement planning. 

The LPL Financial Registered Representative associated with this page may discuss and/or transact securities business with representatives of the following states: Virginia, Maryland, District of Columbia, West Virginia, Tennessee, New York, Florida, Pennsylvania, North Carolina, Arizona, Georgia, South Carolina, and Massachusetts.

For a list of states in which we are licensed to do business, please visit www.larsonwealthmgt.com

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org

Find Larson Wealth Management employees' phone numbers or email addresses

Larson Wealth Management Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Asia
1

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  • United Arab Emirates
    1

Larson Wealth Management's Leadership

  • Stylized image of a person
    R. L.
    President
    Phone icon
  • Stylized image of a person
    D. L.
    Portfolio Manager
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  • Stylized image of a person
    T. L. C. C.
    Financial Planner
    Phone icon
  • Stylized image of a person
    D. L.
    Certified Financial Planner™
    Phone icon
  • Stylized image of a person
    S. S.
    Wealth Planner
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  • Stylized image of a person
    J. M.
    Csa
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  • Stylized image of a person
    T. C.
    Financial Planner
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  • Stylized image of a person
    J. C.
    Client Services Associate
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Contact profiles from Larson Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L.
    President
    Phone icon
    United StatesWisconsin
    Sep 09, 2025
  • Stylized image of a person
    D. L.
    Portfolio Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. L. C. C.
    Financial Planner
    Phone icon
    United StatesVirginia
    Oct 23, 2025
  • Stylized image of a person
    D. L.
    Certified Financial Planner™
    Phone icon
    United StatesVirginia
    Nov 20, 2025
  • Stylized image of a person
    S. S.
    Wealth Planner
    Phone icon
    United StatesVirginia
    Nov 17, 2025
  • Stylized image of a person
    J. M.
    Csa
    Phone icon
    United StatesVirginia
    Apr 25, 2025
  • Stylized image of a person
    T. C.
    Financial Planner
    Phone icon
    Feb 25, 2025
  • Stylized image of a person
    J. C.
    Client Services Associate
    Phone icon
    United StatesVirginia
    Nov 11, 2025

Frequently Asked Questions

What is Larson Wealth Management known for?

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Larson Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 124 Newman Ave, Suite 101, Harrisonburg, Virginia 22801, US; you can contact the main corporate office by phone at . Explore Larson Wealth Management's company overview page for more information.

What is Larson Wealth Management's most common email format?

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

How many employees does Larson Wealth Management have currently?

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Larson Wealth Management has approximately 7 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Larson Wealth Management's key employees and leadership?

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As of December 2025, Larson Wealth Management's key employees include:

  • President: R. L.
  • Portfolio Manager: D. L.
  • Financial Planner: T. L. C. C.
  • Certified Financial Planner™: D. L.
  • Wealth Planner: S. S.

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