Alan Luttman
Alan Luttman is a registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, MN, with 32 years of industry experience. Alan 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
Bloomington, MN
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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
Alan sells fixed insurance products, including life, health, disability, annuities, and long-term care. He also owns an LLC for an office building, manages a general insurance agency, is a partner in SIP Enterprises, co-hosts a radio show, is president of an association, and is a manager and agent for a securities business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Berthel Fisher & Company Financial Services, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
Networth Asset Management, INC
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations19 states
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