Osaic Wealth
47yrs
Top advisor by experience in Worcester
32yrs
Steven Larson
Full name on record: Steven Robert Larson
Financial advisor at Commonwealth Financial Network
Based in Worcester, Massachusetts, Steven Larson is a fiduciary financial advisor with 32 years of industry experience. Steven has been with Commonwealth Financial Network since 2014; before that, Steven spent eight years at Ameriprise Financial Services. Steven holds the CFP® designation.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office108 Grove Street Suite 306, Worcester, MA 01605
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowCommonwealth Financial NetworkCurrent firm
- 2006 – 2014Ameriprise Financial Services, LLCPreviously
Contact Steven
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Steven. 108 Grove Street Suite 306Worcester, MA 01605Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Steven
How do I contact Steven?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Steven Larson. Steven works from the Worcester, MA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1994, about 32 years. Top 12% by experience nationwide.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Steven 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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