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Larson Financial Group, LLC August 13, 2020, Customer Relationship Summary (FORM CRS) Larson Financial Group, LLC is a registered investment adviser and as such, provides advisory services rather
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Step 1: Obtain the customer relationship summary form from the respective organization or financial institution.
02
Step 2: Read through the instructions provided on the form to understand the required information and guidelines.
03
Step 3: Fill in your personal details accurately, including your name, address, contact information, and any other requested identification details.
04
Step 4: Specify your financial goals and investment objectives, indicating the level of risk you are willing to take.
05
Step 5: Provide information about your income, assets, and liabilities as requested on the form.
06
Step 6: Answer any additional questions regarding your investment experience, investment knowledge, and any other relevant information that is required.
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Step 7: Review all the information provided and make sure it is accurate and complete.
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Step 8: Sign and date the customer relationship summary form to certify the accuracy of the information provided.
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Step 9: Submit the completed form to the appropriate office or representative as instructed.

Who needs customer relationship summary form?

01
Individuals or entities who are seeking financial services from a registered investment adviser or broker-dealer.
02
Clients or potential clients who wish to evaluate the services, fees, conflicts of interest, and disciplinary history of a financial institution.
03
Investors who want to understand the risks, limitations, and obligations associated with a particular investment.
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The customer relationship summary form is a document that provides a summary of key information about a financial professional's relationship with their clients.
Financial professionals, such as investment advisers and brokers, are required to file customer relationship summary forms.
The customer relationship summary form can be filled out by providing relevant information about the financial professional's services, fees, and conflicts of interest.
The purpose of the customer relationship summary form is to provide clients with important information about the services offered by financial professionals, fees charged, and potential conflicts of interest.
Information that must be reported on the customer relationship summary form includes services offered, fees charged, conflicts of interest, and disciplinary history of the financial professional.
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