Aaron

Larson

IACCP®

Chief Compliance Officer
|
Madison, WI

Aaron Larson is a seasoned compliance professional in the Registered Investment Adviser (RIA) industry, known for guiding firms through the complexities of SEC regulations with clarity and precision. With broad experience spanning the full compliance spectrum, he strives to provide strategic oversight and guidance, helping streamline compliance processes, and strengthening firm-wide regulatory readiness.

Aaron takes continuing education seriously and holds both a B.S. in Actuarial Science and an MBA from Carroll University, has passed the FINRA Series 7, 9/10, and 66 exams, and earned the Investment Adviser Certified Compliance Professional (IACCP®) designation.

Beyond his professional work, Aaron enjoys exploring the outdoors, attending various sporting events, pushing his physical fitness limits, and traveling to new destinations.

Let's take your next step.

Every EdgeRock relationship begins with an easy conversation. Complete the form and a member of our team will call to learn what’s important to you.

Here’s what you can expect:

Phone Call

A member of our team will reach out to learn about you and answer your questions.

Discovery Meeting

We will meet to discuss goals, outline assets, and talk through the elements of an EdgeRock relationship.

Design a Plan

We will build a truly custom tax, income, and investing plan designed especially for you.