Laurence Altman
Laurence Altman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 44 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurence is an employee of Accra Care Inc. and owns rental property through Fortune Financial Holdings LLC. He also works as an agent/broker for fixed insurance sales at North Star Consultants & North Star Brokerage, is a partner at Fortune Financial LLC, and owns Altman Financial, Inc. for expense management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Consolidated Resources, INC.Broker
Fdi Securities, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.