Laurence Fotsch, financial advisor Fort Collins CO
90 score

Laurence Fotsch

CRD Number: 2003513
Current Firm: Waddell & Reed

Laurence Fotsch (CRD# 2003513) is an Investment Advisor Representative working at Waddell & Reed in Fort Collins, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Uber Wellington, CO Sep 2015 - Current 1
Lee And Yasmin Fotsch Wellington, CO Feb 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Wellington, CO Feb 2012 - Current 4
Fig LLC Wellington, CO Jan 2012 - Current 4
Waddell & Reed, Inc. Fort Collins, CO Sep 2011 - Current 5
Lambeau Properties LLC Wellington, CO Jun 2008 - Current 8
College Of America Cheyenne, WY Oct 2013 - Jun 2014 < 1
Unemployed Wellington, CO Apr 2011 - Sep 2011 < 1
Cornerstone Mortgage Company Fort Collins, CO Sep 2010 - Apr 2011 < 1
Meridian Trust Federal Credit Union Cheyenne, WY Apr 2007 - Sep 2010 3
Co-op Lending Fort Collins, CO Jan 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Laurence M. Fotsch
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • MI
  • NE
  • NC
  • SC
  • TX
  • CO
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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