Registered Representative, Infinex
Anna Larson joined Alerus in July 2021, bringing more than six years of financial services experience and expertise in retirement planning, wealth management, and benefits services.
As a financial advisor, Anna delivers comprehensive financial advice to meet clients’ complex and unique long-term objectives. She works closely with Alerus specialists to build the right team for the circumstance and ensures clients achieve and maintain financial wellness. She is an expert in retirement income or distribution planning, risk management, investment management, and legacy planning, with a focus on tax efficiency throughout every step.
Anna holds a bachelor’s degree in business management from Concordia College in Moorhead, Minnesota. She holds Series 7 and Series 66 securities licenses, and is licensed for life, health, and annuity insurance in Minnesota, North Dakota, and Florida. She also holds the Retirement Income Certified Professional designation from the American College of Financial Services.
A native of the Fisher, Minnesota, area, Anna lives in East Grand Forks, Minnesota, with her husband and their two children. She is an active member of her church and sings in the worship band. She also contributes her vocal talents as the lead singer for a local band called Paint the Town.