Kayle Larsen has been President of LWM Advisors since April 2022, is a control person of the firm and directly owns 75% or more of it.
LWM Advisors Inc is an El Dorado Hills, CA firm with $172M under management, 124 clients and 3 advisers in one office, as of its March 2026 filing.
Kayle Larsen’s longest registration was 16 years at Cambridge Investment Research Advisors, Inc. (2007–2023). Before joining LWM Advisors in 2023, Kayle Larsen was registered through Cambridge Investment Research Advisors, Inc. and Morgan Stanley & Co., Incorporated.
- Larsen Wealth ManagementCurrent– present · 3 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 146620
- Cambridge Investment Research Advisors, Inc.– · 16 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 134139
- Morgan Stanley & Co., Incorporated– · under a yearSacramento, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 8 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Kayle Larsen is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- CaliforniaSince 5 October 2023
- TexasSince 5 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 October 2008 |
| Series 31 | Futures Managed Funds Examination | 13 June 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 1997 |
| Series 7 | General Securities Representative Examination | 28 May 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kayle Erik Larsen
- CRD
- 2877627
- Firm
- LWM Advisors · CRD 146620
- Role
- President
- Office
- 5180 GOLDEN FOOTHILL PKWY, STE 220, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Kayle Larsen work?
Kayle Larsen has been President of LWM Advisors Inc since April 2022, and is a control person of the firm.
Is Kayle Larsen a financial advisor?
Yes. Kayle Larsen has a current investment-adviser registration in California and Texas, through LWM Advisors since October 2023.
How many years of experience does Kayle Larsen have?
Kayle Larsen has 29 years in the financial industry, since May 1997, across 4 adviser firms.
What exams has Kayle Larsen passed?
Kayle Larsen has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 31, Series 24 and Series 99TO. The earliest, the Series 7, was passed in May 1997. FINRA credited Kayle Larsen with the SIE, which began in October 2018.
Where did Kayle Larsen work before LWM Advisors?
Before LWM Advisors, Kayle Larsen was registered through Morgan Stanley & Co., Incorporated, April 2007 to August 2007; Morgan Stanley, August 1998 to April 2007.
Where is Kayle Larsen based?
Kayle Larsen’s registered office is in El Dorado Hills, CA.
Is Kayle Larsen registered with FINRA?
No. Kayle Larsen has no current broker registration.
How can I verify Kayle Larsen’s record?
Search CRD 2877627 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kayle Larsen’s full registration record.