Financial advisor
Bruce Larson
Now at Savvy Advisors · Colorado Wealth Group · Denver, CO
Registered as BRUCE ALLEN LARSEN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Colorado Wealth Group | Colorado Wealth Group | Savvy Advisors | Lateral | February 18, 2026 | $300M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVVY | Investment adviser | November 7, 2025 | Current |
| COLORADO WEALTH GROUP LLC | Investment adviser | January 29, 2021 | March 31, 2026 |
| COLORADO WEALTH GROUP LLC | Investment adviser | August 31, 2020 | December 31, 2020 |
| COLORADO WEALTH GROUP LLC | Investment adviser | August 14, 2020 | August 14, 2020 |
| FORTA FINANCIAL GROUP, INC. | Investment adviser | March 22, 2010 | September 13, 2020 |
| FORTA FINANCIAL GROUP, INC. | Broker-dealer | March 22, 2010 | September 13, 2020 |
| VALIC FINANCIAL ADVISORS, INC. | Investment adviser | July 27, 2009 | April 8, 2010 |
| VALIC FINANCIAL ADVISORS, INC. | Broker-dealer | July 27, 2009 | April 8, 2010 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Investment adviser | February 27, 2009 | July 24, 2009 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | February 27, 2009 | July 24, 2009 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | April 6, 1999 | March 3, 2009 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | February 10, 1999 | March 3, 2009 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.