Alerus senior wealth advisor Anna Larson earns Certified Private Wealth Advisor certification

August 19, 2025

Alerus is pleased to announce Anna Larson has earned the Certified Private Wealth Advisor certification from the Investments & Wealth Institute. This designation recognizes the expertise and specialized skills she provides to meet the complex needs of high-net-worth clients.

To earn CPWA certification, advisors must have at least five years of industry experience and complete a comprehensive exam covering areas including applied behavioral finance, charitable giving, estate planning, and wealth transfer. Ongoing education and adherence to a strict code of professional responsibility are required to maintain certification.

Anna has nearly 10 years of financial services experience, with extensive experience in retirement planning, wealth management, and benefits services. She holds a bachelor’s degree in business management from Concordia College in Moorhead, Minnesota, and maintains Series 7 and Series 66 securities registrations. She also is licensed for life, health, and annuity insurance in Minnesota, North Dakota, and Florida. In addition to the CPWA certification, Anna holds the Retirement Income Certified Professional designation from the American College of Financial Services.