Mark T Larson
Financial Advisor
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FIC, CLTC®, BFA™
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About Mark LarsonGiving Back in the Lakeville AreaEducation & Accomplishments
I joined Thrivent Financial in 2008 and I am a member of the Heritage Wealth Advisors in Lakeville, MN. I enjoy helping my clients with retirement planning, asset management and estate strategies. My wife Jen an I live in Lakeville with our three children, Parker, Lily and Olivia. We enjoy golf, soccer, travelling and cheering on the Iowa Hawkeyes! We are members at Hosanna church in Lakeville.
- Volunteer at Century Middle School PTO
- Volunteer at Cherry View Elementary School
- B.A., Finance, University of Northern Iowa
My qualifications
- General Securities Representative
- CA Insurance Lic. #0I13781
My state licenses
- Arizona
- Colorado
- Florida
- Georgia
- Iowa
- Kentucky
- Minnesota
- Montana
- Nevada
- North Carolina
- Utah
- Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.