COO, Larson FINANCIAL HOLDINGS
Mitchell Wood is the Chief Operating Officer of Larson Financial Holdings and oversees Larson’s Compliance, Legal, Finance, Investment, Technology, Marketing, and Human Resources departments. His experience comes from working in the wealth management space as a portfolio manager and consultant to over 1000 other investment advisors across the country.
He has a history of helping advisors systematize their operations to minimize the tedious work. Additionally, he is gifted in making the complex understandable and what was boring, exciting. His approach to constructing quality, approachable content and quality repeatable systems has been utilized by many firms to construct more effective client messaging and operations.
6160 Summit Dr N
Minneapolis, MN 55430