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
  • LA
  • MD
  • MI
  • MN
  • NM
  • NY
  • TX
  • UT
  • VA
  • WI

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

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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 11/23/2021

Insights