Larson Financial
Kristin Sullivan is an experienced compliance professional with a background in various roles within the financial services industry. Currently serving as a Compliance Officer at Larson Financial since April 2019, Kristin has previously held similar positions at Smith Moore from February 2018 to April 2019. Kristin's career includes significant experience at Scottrade, where responsibilities ranged from Central Surveillance Principal for Investment Advisors to Client Account Response Supervisor and Client Account Response Specialist between October 2013 and 2018. Kristin holds a Bachelor of Business Administration (B.B.A.) in Business Administration and Management from Lindenwood University, earned between 2002 and 2008.
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Larson Financial
Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. We specialize in helping physicians protect and accumulate assets by providing services like: Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.