Steven T Larsen
Investment Adviser Representative at Columbia Advisory Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven T. Larsen is an investment adviser representative with Columbia Advisory Partners, LLC in Spokane, WA, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 7 firms, including CJB Financial Group LLC and TEN Capital Investment Advisors, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Columbia Advisory Partners LLCApr 2005 – May 2022Spokane, WA
- AET Investment Services, LLCMay 2024 – May 2025Spokane, WA
- Columbia Advisory Partners LLCApr 2005 – no end date reportedSpokane, WA
- Columbia Private Markets, LLCFeb 2025 – no end date reportedSpokane, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Columbia Advisory Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, investment strategies, tax planning and optimization, wealth protection and risk management, legacy and estate planning, financial benchmarking, and education savings.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Spokane, WA
- Founded:
- 2004
- SEC file number:
- 801-116703
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Columbia Advisory Partners, LLC
Showing 12 of 18 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven T Larsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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