Nick Larsen

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Financial Advisor

CUSO Financial Services, L.P.

Deseret First Credit Union

Nick Larsen has been helping clients pursue their financial goals for more than 10 years. While working at several large investment firms, he gained experience in financial planning, investments, 401(k) plans, insurance, and trusts. Nick uses time-tested principles of investments and personal finance to develop a specific strategy to fit each client’s individual goals. Since financial planning can be complicated, he uses a consultative, collaborative, approach to educate clients as he works with them.
A graduate of the University of Utah, Nick has a bachelor’s degree in finance. He is an active member of the Chamber West Regional Chamber of Commerce, where he has served in various capacities, including chairman of the Ambassador’s Committee.

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*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial is a subsidiary of Atria.

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