Rorik Larson is a CFP-designated registered investment advisor at Essential Financial Strategies, based in Orland Park, IL, with 14 years of industry experience. Rorik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Middle Income, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Essential Financial Strategies may use a sub-advisor, Asset Dedication, for investment management services. The sub-advisor charges a separate fee, which varies depending on the assets placed with them and the type of oversight provided. The sub-advisor's fee is set forth in a separate agreement with the client.
Contact
Rorik Larson
Location
Orland Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Essential Financial Strategies
State Registrations1 state
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Exams
Additional Information
Rorik holds anMBAwith a specialization in Financial Planning. In addition to being a CFP(R), he passed a rigorous three part exam process and is admitted to practice before the IRS as anEnrolled Agent.