Home  >  BrightScope Advisor Pages  >  Craig Larsen, CFP®, ChFC

help text

Craig Larsen, CFP®, ChFC

Craig Larsen, CFP®, ChFC
Firm:
AHC Advisors, Inc.
President - Chief Compliance Officer
Type: RIA
Contact Advisor
Edit Profile

Description

Financial advisor Craig Larsen, CFP®, ChFC, is a representative at AHC Advisors, Inc. in Saint Charles, IL. AHC Advisors, Inc., located in St. Charles, provides unbiased, objective, and independent Fee-Only financial planning, wealth management, and pension and 401k investment advice. Our objective is to put you on a path ...(see more)

BrightScope Advisor Metrics

help text

Answers and Guides

help text
Level 14 Level 14 Contributor 11 Answers and 0 Financial Guides

Top Answers

My advisor wants to have a meeting at my home...should I?

Answered May 10, 2012 near St Charles, IL
11 votes
Advisors may offer you the option of visiting you at your home as a convenience for you. However, you should feel free to ask to meet at their office instead if that is your preference. I recommend that if you are at all uncomfortable with having the ...(more)

What's the main difference between a B share and an A share? Should I switch?

Answered May 21, 2012 near St Charles, IL
6 votes
Hi Elliot, you may be interested in this information about share classes on the SEC's website. http://www.sec.gov/answers/mfclass.htm

With all the new fee disclosure rules and regulations it also brings to the forefront the broker fees. Is there anything we can use to measure the fees we pay to the broker against other brokers?

Answered May 11, 2012 near St Charles, IL
6 votes
Hi Sandy: Brightscope is a great resource. We also offer our clients a free benchmarking service that will show you how the plan compares to other plans. However it is important to remember that although fees are very important, investment choices, ...(more)
See more Answers

Top Guides

Craig Larsen, CFP®, ChFC has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

help text
ownership pie chart
Individuals
Pension and Profit Sharing Plans
High Net Worth Individuals
State or Municipal Government Entities

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

help text
Employer Years Dates
Apple Hill Consulting, Inc Formerly known as Apple Hill Trading 17 years, 8 months Sep 1995 - Present
AHC Advisors, Inc. 17 years, 8 months Sep 1995 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 10/11/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

help text
Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
10/11/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

help text
Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 07/06/2004

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.