IL
CFP
IL
CFP

Ian Laterreur

25 Years of Experience
Oak Brook, IL
BrokerSells Insurance

Ian Laterreur is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oak Brook, IL, with 25 years of industry experience. Ian 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

1200 Harger Rd, Ste 711, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ian operates as President and Wealth Manager for Ergawealth Advisors, providing financial planning, investments, and insurance services, dedicating nearly full-time hours. He also works as an advisory representative for Ergawealth Advisors, Inc., and sells fixed insurance products, including life, disability, and long-term care, with time commitment varying.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Ergawealth Advisors, INC.
November 2017 - Present · 8 yrs 6 mos
Cetera Advisors LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2003 - March 2024 · 20 yrs 8 mos
American Family Securities, LLCBroker
April 2003 - August 2003 · 4 mos
Prudential Securities IncorporatedBroker
July 1999 - November 2001 · 2 yrs 4 mos
State Registrations26 states
ALARAZCACOCTFLGAILINKYMAMDMIMNMONCNVOHPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ian Laterreur - Financial Advisor | TrueAdvisor