# Building Wealth, Securing Futures

Personalized financial strategies to help you achieve your dreams and protect what matters most

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# KENNETH MICHAEL LARKIN

CRD# 4270257 Broker & Financial Advisor
Kenneth Michael Larkin - Expert Trader, Financial Consultant, Stock Broker
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### ABOUT KENNETH

Born in Berlin to American parents, Kenneth is a seasoned financial adviser with over 20 years of experience in portfolio management, retirement planning, and stock investment. An honors graduate of IMD Business School, he relocated to the U.S. to expand his expertise and has built a reputation for delivering personalized financial strategies that ensure stability and growth for his diverse clientele. Outside of work, Kenneth enjoys spending time with his family, including his wife, kids, and dog, Mats. He's an avid traveler, reader, and sports enthusiast with a passion for hiking, golf, and skiing. Actively involved in community education, Kenneth hosts workshops and seminars to help individuals make informed financial decisions. His expertise in retirement income strategies has been featured in Forbes and Wall Street Journal.

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### Qualifications

- 2 Principal/Supervisory Exams
- 2 General Industry/Product Exams
- 2 State Securities Law Exams

### Specialties

Asset Management Alternative Investments Retirement Planning Tax-Efficient Investments Offshore Trusts & Wealth Structuring

### Office

360 SW BOND STREET SUITE 300 BEND, OR 97702

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# Client Testimonials

★★★★★

"Kenneth's financial advice transformed my portfolio. His expertise is unmatched."

- Sarah K., Educator

★★★★★

"Perfect for small business owners. Kenneth helped grow my business and secure my future."

- David M., Restaurant Owner

★★★★★

"Finally a broker who listens! Kenneth's tailored approach gives me peace of mind."

- Jennifer L., Tech Executive

★★★★★

"Exceptional retirement planning. Kenneth explained complex concepts simply."

- Robert & Patricia W.

★★★★★

"During market volatility, Kenneth's calm advice saved me from emotional decisions."

- Thomas R., Doctor

## Leave A Message For Kenneth

kenneth.larkin@davidsonwealthteam.com
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## PARTNERS

Dedicated professionals committed to your financial success

### Kenneth Michael Larkin

Broker & Financial Advisor

With over 20 years of experience, Kenneth specializes in retirement income strategies and tax-efficient investing.

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### Carolyn Greenwood Nelson

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Carolyn focuses on comprehensive wealth management for high-net-worth individuals and business owners.

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### Richard Sung-Mo Han

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Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.

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### Emma Pearl Gibson

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Emma leads our investment research team, specializing in stock analysis and portfolio construction.

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### Kyle Allen Richards

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Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.

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### Brenda Lee Ford

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Brenda specializes in creating sustainable retirement income plans.

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### Kyle Brian Thomas

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Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.

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