Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young woman on smart phone

Kristin Larson, CFP®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MN
  • NM
  • NY
  • TX
  • UT
  • VA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S.B. Accounting, University of Minnesota - Twin Cities

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Corporate executives
Custom portfolios
Executive compensation
Retirement planning
Sustainable investing
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
  • (612) 371-5140

Email Me

Sustainable investing

Sustainable investing

Helping women take charge

Helping women take charge

Woman reading

The power of investing now

cover art of women's document

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Insights