Larry Mortenson Financial Advisor
Joined Northern Trust
2018
Education
- Bachelor of Arts in Communications, with a Minor in Spanish from Northern Arizona University
Credentials
- Registered Investment Advisor Representative
- Series 7, Series 63 and Series 65 licenses
Experience
Prior to joining Northern Trust Securities, Inc. as a Financial Advisor, Larry served as a Financial Advisor with Morgan Stanley for 14 years where he helped individuals, families, and institutions by developing tailored strategies around their long term goals and risk tolerance. He later served in the same capacity with Wells Fargo Advisors for an additional five years.
Community Involvement
Larry has previously served as a board member for his local Rotary Club as well as President for the Active 20/30 Club of Phoenix. He is currently involved in the Dad’s Club with his daughter’s school, organizing events for father-student engagement and raising funds for school projects.