Nathan Larsen has been Practicing Partner of Squire Investment Management since January 2025, is a control person of the firm and directly owns under 5% of it. Nathan Larsen holds a Bachelor of Science in Accounting from Utah Valley University and a Master of Business Administration from Utah State University.
Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.
Nathan Larsen is a Partner of Squire Wealth Advisors. His areas of focus include financial planning, investment management, retirement planning and tax compliance, and his industry specialties include non-profit organizations, mining and energy, oil and gas, and insurance agents. He helps clients with complex tax planning and compliance and has experience with corporations, partnerships, multi-state tax compliance and international tax reporting.
- Squire Wealth AdvisorsCurrent– present · 12 yearsOrem, UT · Adviser representative · Firm CRD 117750
Investment adviser representative registrations
Nathan Larsen is registered as an investment adviser representative in Utah, since January 2014.
- UtahSince 3 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan John Larsen
- CRD
- 6276835
- Firm
- Squire Investment Management · CRD 117750
- Role
- Practicing Partner
- Office
- 1329 SOUTH 800 EAST, Orem, UT 84097
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- squirewealthadvisors.com
Where does Nathan Larsen work?
Nathan Larsen has been Practicing Partner of Squire Investment Management Company, LLC since January 2025, and is a control person of the firm.
Is Nathan Larsen a financial advisor?
Yes. Nathan Larsen has a current investment-adviser registration in Utah, through Squire Investment Management since January 2014.
How many years of experience does Nathan Larsen have?
Nathan Larsen has 12 years in the financial industry, since January 2014, across 1 adviser firm.
What exams has Nathan Larsen passed?
Nathan Larsen passed the Series 65 in December 2013.
Where is Nathan Larsen based?
Nathan Larsen’s registered office is in Orem, UT.
Is Nathan Larsen registered with FINRA?
No. Nathan Larsen has no current broker registration.
How can I verify Nathan Larsen’s record?
Search CRD 6276835 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Larsen’s full registration record.
