Empowering
All To Flourish.

Leading our Colleagues, clients & Community towards a brighter financial future.

Passion Led Us Here.

At Larson, we have developed a family of companies that are aligned to provide a comprehensive network of services for our advisors and clients to flourish.

This combined with a community of like-minded third party strategic partners gives our advisors an offering that includes financial planning, private placement

investments, real estate management, property and casualty insurance, medical malpractice, student loan consolidation and refinance, tax preparation, and estate planning. These services are ever growing to address the latest needs of advisors who want to serve their clients and grow their businesses.

Your Guides On The Path To Passive Income.

We empower individuals and investors seeking growth opportunities through alternative investments with carefully selected properties backed by data-driven research.

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You’re On Your Way To
Financial Success.

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Components – Patterns

DOWNTOWN MEMPHIS | 414-UNIT, CLASS A MULTI-FAMILY DEVELOPMENT

Requirements

  • 5 Years

    Estimated Hold Price

  • $45 Million

    Equity Required

  • $50,000

    Minimum Investment

Financial Advisor

Components – Patterns

Bedford Otey is a financial advisor who focuses on providing top-flight service to physicians and dentists. His paternal grandfather was the only physician in a small town in South Dakota for many years. Having watched how high the demand was on his grandfather and grandmother, Bedford is committed to serving physicians and their families to help reduce anxiety about their unique financial needs. Because of these experiences, he is passionate about caring for those who are caregivers themselves and helping them achieve their financial and life goals. Bedford currently holds his Series 7, Series 66 and Montana Real Estate licenses as well as his Life and Health certifications. Initially, he began his career in banking. After completing his Master’s degree, he also spent many years as the head of a large and fast-growing nonprofit organization. In addition to being a regular conference and retreat speaker at events across the country, Bedford is an Ironman triathlete, golfer and regularly performs in productions with the local opera company. He and his wife, Robin, live in Bozeman, Montana with their three young children and enjoy taking advantage of all the outdoor activities their city offers. They are involved in their church, the arts community and they root vigorously for the St. Louis Cardinals. Check the background of this investment professional on FINRA’s BrokerCheck

Contact Info

  • Kansas City
    7500 College Blvd
    Suite 500
    Overland Park, KS 66210
    United States

Our Holdings

$15 Billion
under management

Our Giving

$50 Million
donated back to our community

Our 2030 Goal

100,000
Families, Clients & Colleagues Flourishing

Healthcare Professional Services Healthcare Professional Services

ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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ALTERNATIVE INVESTMENTS

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Schedule a Consult.


Services

At Larson, we have developed a family of companies that are aligned to provide a comprehensive network of services for our advisors and clients to flourish.

Investors Investors

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Healthcare Professionals Healthcare Professionals

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Business Owners Business Owners

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Retirees Retirees

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Real Estate Real Estate

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At Larson, we have developed a family of companies that are aligned to provide a comprehensive network of services for our advisors and clients to flourish.

Advisory Advisory

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Alternatives Alternatives

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Insurance Insurance

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Specialized Services Specialized Services

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Larson Will Get You There.

Larson is a financial firm built around a family of companies who are deeply aligned in providing a comprehensive network of services empowering our clients, colleagues, and communities to flourish.

Our Clients Most Trusted, One-Stop Financial Resource

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Meet The Team

Partners

Explore our

Company Values

  • Empowering All to Flourish
     Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
  • Vision: One-Stop Financial Resource
     Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
  • Goal-Oriented, Servant-Leaders with a Warrior Spirit
    An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and “raving fan” clients are the result of our commitment to excellence.

Our Portfolio of Current & Sold Properties

Each property in our portfolio has been selected with the goal of producing optimal returns for our investors. We seek to invest in properties that have stable tenant history with tenants from across different industries and markets to maximize tenant diversification.

Explore some of our properties below.

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Specific Advisor?


Larson Office | Downtown Bozeman, MT

The Larson Foundation

Our corporate culture is deeply rooted in service. We are passionate about helping those in need. It is so important to us that we pledge a portion of our annual profits to fulfilling local and global needs. Volunteering is important to us. We provide our Warriors with 16 hours of “Warrior Time” each year to be used to donate time to organizations and others in need—in nearby communities or abroad. Recent annual pledge efforts have led us to help feed thousands in India, provide computer equipment for an orphanage in the Philippines, and ensured funding for a new safe house for children of sex trafficking.

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