RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
18yrs
Patrick Larson
Full name on record: Patrick Winfield Larson
Financial advisor at Advanced Capital Group
Patrick Larson is a financial advisor in Minneapolis, Minnesota, with 18 years in the industry. Patrick joined Advanced Capital Group in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFA designation.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 61% of advisors in Minneapolis
Office50 South 6th Street Sutie 975, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$14.5 million
Advisors at the firm4
States licensed ?1 state
Services through Advanced Capital Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowAdvanced Capital GroupCurrent firm
- 2014 – 2017Advanced Capital GroupPreviously
Contact Patrick
(612) 230-3000Advanced Capital Group main office 50 South 6th Street Sutie 975Minneapolis, MN 55402Office · Get directions LinkedIn pageAdvanced Capital Group
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Advanced Capital Group at (612) 230-3000 and ask for Patrick Larson. Patrick works from the Minneapolis, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. More experience than 61% of advisors in Minneapolis.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Advanced Capital Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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