Ameriprise Financial Services
47yrs
Top advisor by experience in Leawood
7yrs
Based in Leawood, Kansas, David Larson is a fiduciary financial advisor with 7 years of industry experience. David has been with Viawealth since 2020. Viawealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 484 advisors with offices in Leawood, and one of 449 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office8700 State Line Rd Suite 325, Leawood, KS 66206
FirmViawealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.97 million
Advisors at the firm3
States licensed ?1 state
Services through Viawealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowViawealth, LLCCurrent firm
Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Viawealth at 844-484-7849 and ask for David Larson. David works from the Leawood, KS office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Viawealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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.
Other advisors nearby
Raymond James & Associates
47yrs
Top 1% by experience in Leawood
Raymond James & Associates
47yrs
Top 1% by experience in Kansas
Merrill
46yrs
Top 1% by experience in Kansas
RBC Capital Markets
46yrs
Top 1% by experience in Kansas
Ameriprise Financial Services
46yrs
Top 1% by experience in Kansas