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Our financial advice team


Eric M Larson, Private Wealth Advisor serving the St Charles, IL area - Ameriprise Advisors

Eric M Larson

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Eric M. Larson & Associates
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • MBA, Aurora University

Education

  • B.S. Finance, Illinois State University, Normal IL 1995
  • B.S. Agri-Bus/Horticulture, Illinois State University, Normal IL 1995
  • M.B.A., Aurora University, Aurora IL 2004

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2017
  • Premier Protection Award, Riversource Insurance, 2013

Community participation

Our team has volunteered annually at the Northern Illinois Food Bank in conjunction with Ameriprise National Day of Service. Sorting and packing food for hungry families in our community.

We have also volunteered at Habitat for Humanity, helping in the construction renovation of homes.

  • Northern Illinois Food Bank
  • Habitat for Humanity

Interests

  • Spending time with my daughters
  • Historic building renovation
  • Boating
  • Auctions and garage sales
  • Landscaping