Verified recordFinancial Services

Josiah Larson

Vice President, Financial Advisor at Captrust

Based in Minneapolis, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Minneapolis

Industry

Financial Services

Company size

1.9K

Contact information

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Email

1 credit

j•••••••@captrust.com

Phone

5 credits

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Background

About Josiah Larson

I joined CAPTRUST in 2023 from QA Wealth Management, and I serve as a vice president and financial advisor. I serve a diverse array of clients, including Big Four professionals, small-business owners, and corporate executives. I seek to build sound financial plans that bring clarity and direction to my clients so they can make wise decisions. Beyond financial planning and investments, I love building relationships and strive to get to know my clients on a deeper level.

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