Annual financial disclosure for 2011, filed May 13, 2011. Includes 21 assets.
| Asset | Value |
|---|---|
Congressional Credit Union/Checking | $1,001 - $15,000 |
Federal Congressional Credit Union/Savings | $1,001 - $15,000 |
| $1,001 - $15,000 |
Ameriprise Account/Savings | $50,001 - $100,000 |
Richard R Larsen IRA/Fundamental Value A | $1,001 - $15,000 |
Richard R Larsen IRA - Columbia Diversified Equity Income Fund Institutional Class / Riversource Diversified Equity Income Fund A (renamed from Columbia Diversified Equity Income Fund A after company merger) | $1,001 - $15,000 |
Wells Fargo Wealthbuilder Equity | $15,001 - $50,000 |
Richard R Larsen RIA - Columbia Multi-Advisor Small Cap Value Fund Institutional 3 Class / Riversource Disciplined Equity Fund A from Small Cap Value Fund A | $1,001 - $15,000 |
Richard R Larsen Roth IRA - Columbia Multi-Advisor Small Cap Value Fund Institutional 3 Class / Riversource Disciplined Equity Fund A from Small Cap Value Fund B | $1 - $1,000 |
Tia Ingrid Karlen TOSCAVS Fundamental Value Fund A | $1,001 - $15,000 |
Tia Ingrid Karlen Core Quantitative Fund A (renamed from Riversource Disciplined Equity Fund A after company merger) | $1,001 - $15,000 |
Tilia Ingrid Karlen IRA/Columbia Large Core (renamed from Columbia Large Cap Index Fund Class B after company merger) | $1,001 - $15,000 |
Tilia Ingrid Karlen Invesco Growth Allocation | $1,001 - $15,000 |
Riverside Flexible Annuity/VP Balanced Fund | $1,001 - $15,000 |
Riverside Variable Life Insurance/Core Equity | $50,001 - $100,000 |
Riverside Variable Life Insurance/Dynamic Equity | $1,001 - $15,000 |
American National Insurance/VP Moderate | $50,001 - $100,000 |
Columbia Diversified Equity Income Fund A (renamed from Columbia Diversified Equity Income Fund A after company merger) | $1,001 - $15,000 |
Columbia Multi-Advisor Small Cap Value Fund A (renamed from Columbia Multi-Advisor Small Cap Value Fund A after company merger) | $15,001 - $50,000 |
Columbia Dividend Opportunity Fund Class A (renamed from Columbia Dividend Opportunity Fund Class A after 5/1/17) | $15,001 - $50,000 |
Ameriprise One Financial Account / Wells Wealthbuilder Growth Balanced | $50,001 - $100,000 |