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Alexis K Larson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Alexis K Larson

APMA

Financial Advisor

Legacy Financial Partners
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Computer Science and Mathematics, University of North Dakota, 2004

Awards & recognition

  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024

Community participation

Optimist Club - Member & SponsorBismarck Mandan Home Builders Association - Government Affairs CommitteeProfessional Women in Building - Member & Past Finance Committee ChairInternational Flying Farmers - Member & Past Fly-in CoordinatorBismarck Mandan Chamber - MemberGreater North Dakota Chamber - MemberND Womens Network - MemberND State Historical Foundation - Member

Interests

I am grateful to have been raised on our family farm and still be connected to it. Currently, I’m studying for my pilot’s license and am looking forward to one day, flying with my son. During free time, my family and I, enjoy motocross, snowmobiling, and attending my son’s sporting activities. I am thankful to have a career as a financial advisor and find it rewarding work!