Lawrence Tate is a ChFC-designated registered investment advisor, based in Elk River, MN, with 26 years of industry experience.
Location
11040 183rd Circle Nw, St A, Elk River, MN, 55330
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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
Lawrence is an agent/broker for fixed insurance sales through North Star Consultants & Brokerage and Foster Klima and Company. He also owns Blue Ocean Holdings LLC (to hold an office condo), Midwest Wealth Advisors (DBA), and two VRBO rental properties, and is a board member of a homeowners association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations20 states
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