LF
LF

Laurence Fotsch

14 Years of Experience
Wellington, CO
1 DisclosureBrokerSells Insurance

Laurence Fotsch is a registered investment advisor at Cetera Investment Advisers LLC, based in Wellington, CO, with 14 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Wellington, CO

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History

Regulatory History (1)
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Customer Dispute
November 2017
Settled
Other Business ActivitiesSells Insurance

Laurence sells life, property, and casualty insurance with various companies, dedicating a few hours per week. He also operates "The Planning and Investment Center" providing financial services, which takes about a quarter of his time, and manages rental properties and an expense management business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Centaurus Financial, INC.
May 2017 - January 2023 · 5 yrs 8 mos
Centaurus Financial, INC.Broker
May 2017 - January 2023 · 5 yrs 8 mos
Waddell & Reed
January 2012 - May 2017 · 5 yrs 4 mos
Waddell & ReedBroker
October 2011 - May 2017 · 5 yrs 7 mos
State Registrations11 states
ALCACOKSNCNENMSDTXUTWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Laurence Fotsch - Financial Advisor | TrueAdvisor